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
$2.71B
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,161
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14.8M
3
+$13.4M
4
PODD icon
Insulet
PODD
+$13.2M
5
JCI icon
Johnson Controls International
JCI
+$12.8M

Top Sells

1
+$16.3M
2
+$12.6M
3
+$12.5M
4
HON icon
Honeywell
HON
+$12.1M
5
IEX icon
IDEX
IEX
+$11.4M

Sector Composition

1 Technology 20.58%
2 Consumer Discretionary 14.84%
3 Healthcare 14.24%
4 Industrials 13.47%
5 Financials 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-10,478
2002
– –
-4,204
2003
– –
-12,687
2004
– –
-49,601
2005
– –
-88,962
2006
– –
-18,029
2007
– –
-54,587
2008
– –
-8,524
2009
– –
-53,830
2010
– –
-15,346
2011
– –
-12,675
2012
– –
-93,817
2013
– –
-873
2014
– –
-39,273
2015
– –
-3,102
2016
– –
-6,151
2017
– –
-9,588
2018
– –
-3,599
2019
– –
-29,768
2020
– –
-36,690
2021
– –
-19,542
2022
– –
-6,206
2023
– –
-8,840
2024
– –
-39,982
2025
– –
-9,389
79 80
81
82 83