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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
$3.8B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,409
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$25.4M
3
+$21.7M
4
VRSK icon
Verisk Analytics
VRSK
+$21.2M
5
HD icon
Home Depot
HD
+$21M

Top Sells

1
+$23.5M
2
+$22.6M
3
+$19.5M
4
QCOM icon
Qualcomm
QCOM
+$15.9M
5
STZ icon
Constellation Brands
STZ
+$15.2M

Sector Composition

1 Technology 22.57%
2 Consumer Discretionary 15.1%
3 Industrials 13.12%
4 Healthcare 12.74%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-26,605
2002
– –
-80,958
2003
– –
-7,470
2004
– –
-9,834
2005
– –
-5,710
2006
– –
-401
2007
– –
-44,894
2008
– –
-16,070
2009
– –
-2,568
2010
– –
-23,112
2011
– –
-13,800
2012
– –
-21,102
2013
– –
-11,903
2014
– –
-15,408
2015
– –
-12,712
2016
– –
-27,260
2017
– –
-66,705
2018
– –
-17,070
2019
– –
-29,414
2020
– –
-2,262
2021
– –
-2,828
2022
– –
-16,289
2023
– –
-125,164
2024
– –
-21,133
2025
– –
-48,094
79 80
81
82 83