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
$3.5B
AUM Growth
+$798M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,358
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$21.2M
3
+$21.2M
4
DDOG icon
Datadog
DDOG
+$20.8M
5
DASH icon
DoorDash
DASH
+$19.2M

Top Sells

1
+$18.7M
2
+$16.8M
3
+$14.7M
4
PODD icon
Insulet
PODD
+$14.7M
5
FISV
Fiserv Inc
FISV
+$14.7M

Sector Composition

1 Technology 21.89%
2 Consumer Discretionary 17.03%
3 Industrials 12.39%
4 Healthcare 11.72%
5 Financials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-13,328
1952
– –
-16,942
1953
– –
-2,349
1954
– –
-12,206
1955
– –
-83,365
1956
– –
-7,727
1957
– –
-9,910
1958
– –
-44,131
1959
– –
-89,112
1960
– –
-4,008
1961
– –
-261,072
1962
– –
-43,649
1963
– –
-2,566
1964
– –
-68,985
1965
– –
-29,149
1966
– –
-9,324
1967
– –
-34,949
1968
– –
-65,100
1969
– –
-40,942
1970
– –
-16,460
1971
– –
-46,326
1972
– –
-11,333
1973
– –
-12,048
1974
– –
-13,862
1975
– –
-20,704
77 78
79
80 81