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
$4.43B
AUM Growth
+$636M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,325
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$25.3M
3
+$24.7M
4
BMY icon
Bristol-Myers Squibb
BMY
+$23.5M
5
PYPL icon
PayPal
PYPL
+$23.2M

Top Sells

1
+$27.7M
2
+$27M
3
+$19.9M
4
ZTS icon
Zoetis
ZTS
+$18.7M
5
VRSK icon
Verisk Analytics
VRSK
+$17.3M

Sector Composition

1 Technology 20.77%
2 Industrials 16.03%
3 Consumer Discretionary 15.13%
4 Healthcare 13.12%
5 Financials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-3,105
1952
– –
-11,781
1953
– –
-13,169
1954
– –
-26,108
1955
– –
-28,213
1956
– –
-10,988
1957
– –
-4,443
1958
– –
-59,283
1959
– –
-16,302
1960
– –
-8,443
1961
– –
-5,840
1962
– –
-11,778
1963
– –
-14,696
1964
– –
-40,556
1965
– –
-10,536
1966
– –
-161,963
1967
– –
-66,361
1968
– –
-32,557
1969
– –
-4,811
1970
– –
-4,560
1971
– –
-6,103
1972
– –
-72,185
1973
– –
-12,863
1974
– –
-1,175
1975
– –
-26,922
77 78
79
80 81