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
$2.71B
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,161
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14.8M
3
+$13.4M
4
PODD icon
Insulet
PODD
+$13.2M
5
JCI icon
Johnson Controls International
JCI
+$12.8M

Top Sells

1
+$16.3M
2
+$12.6M
3
+$12.5M
4
HON icon
Honeywell
HON
+$12.1M
5
IEX icon
IDEX
IEX
+$11.4M

Sector Composition

1 Technology 20.58%
2 Consumer Discretionary 14.84%
3 Healthcare 14.24%
4 Industrials 13.47%
5 Financials 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
-72,571
1977
– –
-10,568
1978
– –
-58,095
1979
– –
-27,484
1980
– –
-31,583
1981
– –
-134,806
1982
– –
-16,200
1983
– –
-2,838
1984
– –
-12,971
1985
– –
-7,110
1986
– –
-13,015
1987
– –
-7,699
1988
– –
-7,336
1989
– –
-14,722
1990
– –
-62,338
1991
– –
-14,734
1992
– –
-26,519
1993
– –
-10,398
1994
– –
-34,047
1995
– –
-27,279
1996
– –
-7,650
1997
– –
-16,313
1998
– –
-8,314
1999
– –
-3,055
2000
– –
-23,905
78 79
80
81 82