EGM

Engineers Gate Manager Portfolio holdings

AUM $8.43B
1-Year Est. Return 10.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.04B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,627
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$67.3M
3
+$54.7M
4
CHD icon
Church & Dwight Co
CHD
+$52.7M
5
UDR icon
UDR
UDR
+$49.1M

Top Sells

1
+$26.3M
2
+$25.7M
3
+$25.5M
4
ONON icon
On Holding
ONON
+$24.1M
5
VRT icon
Vertiv
VRT
+$23M

Sector Composition

1 Technology 22.23%
2 Industrials 13.27%
3 Consumer Discretionary 11.83%
4 Financials 9.99%
5 Healthcare 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$95.2K ﹤0.01%
33,185
+13,778
2002
$95.1K ﹤0.01%
36,162
-35,758
2003
$94.9K ﹤0.01%
19,885
-2,092
2004
$92.8K ﹤0.01%
47,359
-6,433
2005
$90.4K ﹤0.01%
+12,549
2006
$89.4K ﹤0.01%
+17,925
2007
$89.1K ﹤0.01%
24,015
-49,407
2008
$88.8K ﹤0.01%
27,085
-26,988
2009
$87.8K ﹤0.01%
+20,749
2010
$87.2K ﹤0.01%
21,204
2011
$85.4K ﹤0.01%
17,107
-17,210
2012
$84.2K ﹤0.01%
17,652
+1,759
2013
$83.5K ﹤0.01%
+52,501
2014
$82.7K ﹤0.01%
+14,380
2015
$82.4K ﹤0.01%
33,364
+2,853
2016
$81.6K ﹤0.01%
+32,884
2017
$80.8K ﹤0.01%
12,201
-6,432
2018
$80.6K ﹤0.01%
10,184
-388
2019
$80.5K ﹤0.01%
+12,745
2020
$79.7K ﹤0.01%
10,848
-19,697
2021
$79.5K ﹤0.01%
11,452
-58,620
2022
$79.1K ﹤0.01%
79,923
+24,250
2023
$79K ﹤0.01%
11,572
-208,280
2024
$79K ﹤0.01%
33,197
-31,683
2025
$79K ﹤0.01%
2,279
-582
79 80
81
82 83