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

Top Buys

1
+$9.06M
2
+$8.83M
3
+$8.27M
4
AAPL icon
Apple
AAPL
+$7.88M
5
C icon
Citigroup
C
+$7.82M

Top Sells

1
+$7.87M
2
+$7.65M
3
+$7.57M
4
COST icon
Costco
COST
+$7.53M
5
CTSH icon
Cognizant
CTSH
+$7.33M

Sector Composition

1 Technology 19.35%
2 Consumer Discretionary 16.26%
3 Industrials 13.67%
4 Healthcare 12.38%
5 Financials 11.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-5,314
2002
– –
-31,924
2003
– –
-10,400
2004
– –
-13,227
2005
– –
-19,623
2006
– –
-11,634
2007
– –
-13,391
2008
– –
-28,580
2009
– –
-75,109
2010
– –
-14,070
2011
– –
-33,195
2012
– –
-5,802
2013
– –
-5,947
2014
– –
-5,522
2015
– –
-16,420
2016
– –
-10,679
2017
– –
-20,719
2018
– –
-59,358
2019
– –
-19,088
2020
– –
-12,099
2021
– –
-101,844
2022
– –
-14,062
2023
– –
-37,746
2024
– –
-13,045
2025
– –
-1,970
79 80
81
82 83