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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
$1.75B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,153
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.9M
3
+$11.7M
4
TJX icon
TJX Companies
TJX
+$11.6M
5
MNST icon
Monster Beverage
MNST
+$10.9M

Top Sells

1
+$9.08M
2
+$8.13M
3
+$7.91M
4
TFC icon
Truist Financial
TFC
+$7.9M
5
NEE icon
NextEra Energy
NEE
+$7.89M

Sector Composition

1 Technology 21.32%
2 Industrials 15.02%
3 Consumer Discretionary 14.89%
4 Healthcare 13.42%
5 Financials 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-2,928
2002
– –
-21,630
2003
– –
-13,152
2004
– –
-45,844
2005
– –
-9,303
2006
– –
-10,662
2007
– –
-19,994
2008
– –
-77,769
2009
– –
-4,171
2010
– –
-12,015
2011
– –
-9,609
2012
– –
-6,000
2013
– –
-62,938
2014
– –
-1,101
2015
– –
-1,152
2016
– –
-11,847
2017
– –
-21,185
2018
– –
-38,653
2019
– –
-5,506
2020
– –
-6,740
2021
– –
-18,229
2022
– –
-5,460
2023
– –
-30,469
2024
– –
0
2025
– –
-19,861
79 80
81
82 83