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

Top Buys

1
+$23.9M
2
+$18.5M
3
+$16.1M
4
EW icon
Edwards Lifesciences
EW
+$15.6M
5
NEE icon
NextEra Energy
NEE
+$14.9M

Top Sells

1
+$15.7M
2
+$14M
3
+$13.2M
4
HON icon
Honeywell
HON
+$12.1M
5
IEX icon
IDEX
IEX
+$11.9M

Sector Composition

1 Technology 20.42%
2 Consumer Discretionary 14.84%
3 Healthcare 14.24%
4 Industrials 13.7%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-8,314
2002
– –
-3,055
2003
– –
-23,905
2004
– –
-10,478
2005
– –
-4,204
2006
– –
-12,687
2007
– –
-49,601
2008
– –
-88,962
2009
– –
-8,524
2010
– –
-14,775
2011
– –
-12,414
2012
– –
-53,830
2013
– –
-15,346
2014
– –
-12,675
2015
– –
-93,817
2016
– –
-873
2017
– –
-39,273
2018
– –
-3,102
2019
– –
-6,151
2020
– –
-9,588
2021
– –
-3,599
2022
– –
-29,768
2023
– –
-19,542
2024
– –
-6,206
2025
– –
-8,840
79 80
81
82 83