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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
$1.97B
AUM Growth
+$577M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,119
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$8.78M
3
+$8.27M
4
HLT icon
Hilton Worldwide
HLT
+$7.71M
5
LHX icon
L3Harris
LHX
+$7.56M

Top Sells

1
+$7.56M
2
+$6.94M
3
+$6.84M
4
AAN.A
The Aaron's Company Inc Class A
AAN.A
+$6.4M
5
ADSK icon
Autodesk
ADSK
+$6.22M

Sector Composition

1 Technology 19.35%
2 Consumer Discretionary 16.26%
3 Industrials 13.68%
4 Healthcare 12.38%
5 Financials 11.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-37,746
2002
– –
-25,111
2003
– –
-112,126
2004
– –
-80,639
2005
– –
-38,161
2006
– –
-27,695
2007
– –
-84,991
2008
– –
-4,330
2009
– –
-16,251
2010
– –
-29,741
2011
– –
-12,504
2012
– –
-10,908
2013
– –
-23,498
2014
– –
-2,750
2015
– –
-57,720
2016
– –
-22,480
2017
– –
-18,505
2018
– –
-84,111
2019
– –
-91,815
2020
– –
-25,902
2021
– –
-11,170
2022
– –
-38,012
2023
– –
-35,504
2024
– –
-8,099
2025
– –
-4,602
79 80
81
82 83