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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
$1.75B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,153
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.9M
3
+$11.7M
4
TJX icon
TJX Companies
TJX
+$11.6M
5
MNST icon
Monster Beverage
MNST
+$10.9M

Top Sells

1
+$9.08M
2
+$8.13M
3
+$7.91M
4
TFC icon
Truist Financial
TFC
+$7.9M
5
NEE icon
NextEra Energy
NEE
+$7.89M

Sector Composition

1 Technology 21.32%
2 Industrials 15.02%
3 Consumer Discretionary 14.89%
4 Healthcare 13.42%
5 Financials 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
-40,116
1977
– –
-5,498
1978
– –
-46,082
1979
– –
-4,950
1980
– –
-7,004
1981
– –
-11,544
1982
– –
-16,480
1983
– –
-9,294
1984
– –
-18,130
1985
– –
-32,970
1986
– –
-41,890
1987
– –
-15,745
1988
– –
-14,860
1989
– –
-858
1990
– –
-3,088
1991
– –
-3,191
1992
– –
-3,686
1993
– –
-1,918
1994
– –
-8,420
1995
– –
-2,966
1996
– –
-31,077
1997
– –
-19,259
1998
– –
-10,411
1999
– –
-11,773
2000
– –
-4,285
78 79
80
81 82