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
$2.22B
AUM Growth
+$469M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,408
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.9M
3
+$11.4M
4
DHR icon
Danaher
DHR
+$11.2M
5
HUBS icon
HubSpot
HUBS
+$10.8M

Top Sells

1
+$13.1M
2
+$12.4M
3
+$12.3M
4
TJX icon
TJX Companies
TJX
+$12.1M
5
UNP icon
Union Pacific
UNP
+$12.1M

Sector Composition

1 Technology 22.92%
2 Consumer Discretionary 16.73%
3 Industrials 14.97%
4 Healthcare 13.26%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-27,860
2002
– –
-10,435
2003
– –
-53,013
2004
– –
-7,650
2005
– –
-18,987
2006
– –
-109,617
2007
– –
-69,107
2008
– –
-24,153
2009
– –
-29,098
2010
– –
-56,185
2011
– –
-2,620
2012
– –
-17,178
2013
– –
-52,945
2014
– –
-17,981
2015
– –
-47,807
2016
– –
-32,774
2017
– –
-3,611
2018
– –
-9,170
2019
– –
-128,847
2020
– –
-62,181
2021
– –
-87,411
2022
– –
-6,590
2023
– –
-2,298
2024
– –
-10,390
2025
– –
-10,450
79 80
81
82 83