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EGM

Engineers Gate Manager Portfolio holdings

AUM $8B
1-Year Est. Return 17.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.8B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,409
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$25.4M
3
+$21.7M
4
VRSK icon
Verisk Analytics
VRSK
+$21.2M
5
HD icon
Home Depot
HD
+$21M

Top Sells

1
+$23.5M
2
+$22.6M
3
+$19.5M
4
QCOM icon
Qualcomm
QCOM
+$15.9M
5
STZ icon
Constellation Brands
STZ
+$15.2M

Sector Composition

1 Technology 22.57%
2 Consumer Discretionary 15.1%
3 Industrials 13.12%
4 Healthcare 12.74%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-6,820
1952
– –
-13,853
1953
– –
-17,015
1954
– –
-61,175
1955
– –
-4,082
1956
– –
-2,985
1957
– –
-483
1958
– –
-27,842
1959
– –
-5,194
1960
– –
-76,065
1961
– –
-45,294
1962
– –
-48,447
1963
– –
-35,220
1964
– –
-61,119
1965
– –
-12,806
1966
– –
-14,994
1967
– –
-17,656
1968
– –
-11,087
1969
– –
-348,551
1970
$0 ﹤0.01%
25,394
1971
– –
-3,684
1972
– –
-11,452
1973
– –
-854
1974
– –
-24,102
1975
– –
-13,092
77 78
79
80 81