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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
$1.66B
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,154
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.7M
3
+$10.7M
4
HLT icon
Hilton Worldwide
HLT
+$10.3M
5
TSCO icon
Tractor Supply
TSCO
+$10.2M

Top Sells

1
+$13.6M
2
+$13.3M
3
+$12.5M
4
SPGI icon
S&P Global
SPGI
+$12M
5
LULU icon
lululemon athletica
LULU
+$11.5M

Sector Composition

1 Technology 18.95%
2 Consumer Discretionary 16.48%
3 Healthcare 13.63%
4 Financials 12.85%
5 Industrials 11.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-345
2002
– –
-6,244
2003
– –
-23,648
2004
– –
-4,800
2005
– –
-35,412
2006
– –
-5,322
2007
– –
-1,744
2008
– –
-11,125
2009
– –
-9,811
2010
– –
-16,088
2011
– –
-3,955
2012
– –
-10,735
2013
– –
-13,630
2014
– –
-26,093
2015
– –
-219,498
2016
– –
-14,499
2017
– –
-10,778
2018
– –
-13,100
2019
– –
-7,076
2020
– –
-3,366
2021
– –
-23,962
2022
– –
-19,040
2023
– –
-12,664
2024
– –
-77,620
2025
– –
-9,648
79 80
81
82 83