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
$2.31B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,155
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$18.8M
3
+$15.8M
4
HD icon
Home Depot
HD
+$11.5M
5
W icon
Wayfair
W
+$11.4M

Top Sells

1
+$19.2M
2
+$18.4M
3
+$13.8M
4
OPTU
Optimum Communications Inc
OPTU
+$11.4M
5
RTX icon
RTX Corp
RTX
+$11.2M

Sector Composition

1 Technology 24.29%
2 Consumer Discretionary 17.15%
3 Healthcare 12.86%
4 Industrials 11.22%
5 Financials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
-19,223
1977
– –
-46,698
1978
– –
-21,678
1979
– –
-2,726
1980
– –
-13,885
1981
– –
-18,559
1982
– –
-17,308
1983
– –
-33,637
1984
– –
-721
1985
– –
-47,658
1986
– –
-8,724
1987
– –
-31,279
1988
– –
-39,076
1989
– –
-8,184
1990
– –
-12,091
1991
– –
-17,780
1992
– –
-4,923
1993
– –
-20,300
1994
– –
-5,175
1995
– –
-17,800
1996
– –
-2,800
1997
– –
-15,151
1998
– –
-107,539
1999
– –
-12,460
2000
– –
-93,912
78 79
80
81 82