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
$2.22B
AUM Growth
+$469M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,408
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.9M
3
+$11.4M
4
DHR icon
Danaher
DHR
+$11.2M
5
HUBS icon
HubSpot
HUBS
+$10.8M

Top Sells

1
+$13.1M
2
+$12.4M
3
+$12.3M
4
TJX icon
TJX Companies
TJX
+$12.1M
5
UNP icon
Union Pacific
UNP
+$12.1M

Sector Composition

1 Technology 22.92%
2 Consumer Discretionary 16.73%
3 Industrials 14.97%
4 Healthcare 13.26%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
-120,646
1977
– –
-14,921
1978
– –
-1,233
1979
– –
-2,160
1980
– –
-880
1981
– –
-18,826
1982
– –
-2,423
1983
– –
-22,132
1984
– –
-11,369
1985
– –
-9,505
1986
– –
-24,550
1987
– –
-6,749
1988
– –
-34,031
1989
– –
-45,336
1990
– –
-22,771
1991
– –
-3,961
1992
– –
-12,513
1993
– –
-19,915
1994
– –
-136,302
1995
– –
-9,950
1996
– –
-15,059
1997
– –
-91,714
1998
– –
-17,666
1999
– –
-23,243
2000
– –
-18,532
78 79
80
81 82