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
$2.71B
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,161
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14.8M
3
+$13.4M
4
PODD icon
Insulet
PODD
+$13.2M
5
JCI icon
Johnson Controls International
JCI
+$12.8M

Top Sells

1
+$16.3M
2
+$12.6M
3
+$12.5M
4
HON icon
Honeywell
HON
+$12.1M
5
IEX icon
IDEX
IEX
+$11.4M

Sector Composition

1 Technology 20.58%
2 Consumer Discretionary 14.84%
3 Healthcare 14.24%
4 Industrials 13.47%
5 Financials 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-7,889
1952
– –
-11,040
1953
– –
-5,698
1954
– –
-5,090
1955
– –
-1,292
1956
– –
-13,506
1957
– –
-21,367
1958
– –
-30,071
1959
– –
-12,894
1960
– –
-211,550
1961
– –
-11,911
1962
– –
-117,394
1963
– –
-11,295
1964
– –
-44,142
1965
– –
-4,737
1966
– –
-10,383
1967
– –
-4,296
1968
– –
-5,574
1969
– –
-22,042
1970
– –
-11,617
1971
– –
-11,851
1972
– –
-121,939
1973
– –
-914
1974
– –
-46,988
1975
– –
-11,813
77 78
79
80 81