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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
$1.39B
AUM Growth
-$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,133
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$9.36M
3
+$9.34M
4
WYNN icon
Wynn Resorts
WYNN
+$8.54M
5
COST icon
Costco
COST
+$8.12M

Top Sells

1
+$16.9M
2
+$15.9M
3
+$9.87M
4
BNY
Bank of New York Mellon
BNY
+$9.01M
5
LEN icon
Lennar Class A
LEN
+$9.01M

Sector Composition

1 Technology 18.23%
2 Industrials 14.55%
3 Consumer Discretionary 14.51%
4 Healthcare 12.57%
5 Financials 12.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-12,793
2002
– –
-23,422
2003
– –
-5,806
2004
– –
-1,862
2005
– –
-17,576
2006
– –
-6,927
2007
– –
-10,352
2008
– –
-7,329
2009
– –
-13,900
2010
– –
-3,260
2011
– –
-4,520
2012
– –
-2,342
2013
– –
-77,360
2014
– –
-45,790
2015
– –
-6,769
2016
– –
-2,820
2017
– –
-7,118
2018
– –
-310
2019
– –
-10,820
2020
– –
-179,104
2021
– –
-11,500
2022
– –
-21,284
2023
– –
-599
2024
– –
-7,793
2025
– –
-50,794
79 80
81
82 83