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
$2.65B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,138
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$12.7M
3
+$12.5M
4
HD icon
Home Depot
HD
+$11.9M
5
ADP icon
Automatic Data Processing
ADP
+$11.9M

Top Sells

1
+$16.5M
2
+$13.3M
3
+$13.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.8M
5
AMZN icon
Amazon
AMZN
+$12M

Sector Composition

1 Technology 20.96%
2 Consumer Discretionary 15.06%
3 Healthcare 14.09%
4 Industrials 13.18%
5 Financials 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
-3,315
1977
– –
-121,049
1978
– –
-38,664
1979
– –
-7,576
1980
– –
-12,942
1981
– –
-22,177
1982
– –
-9,278
1983
– –
-31,555
1984
– –
-18,764
1985
– –
-5,836
1986
– –
-5,913
1987
– –
-14,778
1988
– –
-18,534
1989
– –
-17,474
1990
– –
-607
1991
– –
-1,404
1992
– –
-44,106
1993
– –
-10,278
1994
– –
-1,563
1995
– –
-8,319
1996
– –
-28,452
1997
– –
-1,998
1998
– –
-142,853
1999
– –
-13,689
2000
– –
-53,510
78 79
80
81 82