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
$3.5B
AUM Growth
+$798M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,358
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$21.2M
3
+$21.2M
4
DDOG icon
Datadog
DDOG
+$20.8M
5
DASH icon
DoorDash
DASH
+$19.2M

Top Sells

1
+$18.7M
2
+$16.8M
3
+$14.7M
4
PODD icon
Insulet
PODD
+$14.7M
5
FISV
Fiserv Inc
FISV
+$14.7M

Sector Composition

1 Technology 21.89%
2 Consumer Discretionary 17.03%
3 Industrials 12.39%
4 Healthcare 11.72%
5 Financials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-10,862
2002
– –
-25,615
2003
– –
-12,783
2004
– –
-1,296
2005
– –
-5,970
2006
– –
-15,672
2007
– –
-29,123
2008
– –
-35,497
2009
– –
-10,669
2010
– –
-1,630
2011
– –
-25,855
2012
– –
-30,065
2013
– –
-8,597
2014
– –
-7,697
2015
– –
-3,716
2016
– –
-62,234
2017
– –
-8,291
2018
– –
-4,518
2019
– –
-35,435
2020
– –
-9,008
2021
– –
-9,153
2022
– –
-26,196
2023
– –
-12,183
2024
– –
-5,200
2025
– –
-10,664
79 80
81
82 83