EGM

Engineers Gate Manager Portfolio holdings

AUM $8.73B
1-Year Est. Return 10.98%
This Quarter Est. Return
1 Year Est. Return
+10.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66B
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,154
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.8M
3
+$10.2M
4
PANW icon
Palo Alto Networks
PANW
+$10.2M
5
HLT icon
Hilton Worldwide
HLT
+$9.85M

Top Sells

1
+$14.4M
2
+$13.9M
3
+$13.3M
4
SPGI icon
S&P Global
SPGI
+$12.2M
5
LULU icon
lululemon athletica
LULU
+$11.2M

Sector Composition

1 Technology 19.13%
2 Consumer Discretionary 16.48%
3 Healthcare 13.63%
4 Financials 12.85%
5 Industrials 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-9,943
1952
– –
-8,877
1953
– –
-13,808
1954
– –
-29,327
1955
– –
-14,986
1956
– –
-9,407
1957
– –
-37,717
1958
– –
-2,218
1959
– –
-8,222
1960
– –
-6,231
1961
– –
-10,100
1962
– –
-4,337
1963
– –
-64,901
1964
– –
-5,187
1965
– –
-8,949
1966
– –
-424,964
1967
– –
-81,735
1968
– –
-21,666
1969
– –
-133,045
1970
– –
-13,185
1971
– –
-45,509
1972
– –
-544
1973
– –
-11,915
1974
– –
-22,093
1975
– –
-19,295
77 78
79
80 81