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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
$1.39B
AUM Growth
-$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,133
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$9.36M
3
+$9.34M
4
WYNN icon
Wynn Resorts
WYNN
+$8.54M
5
COST icon
Costco
COST
+$8.12M

Top Sells

1
+$16.9M
2
+$15.9M
3
+$9.87M
4
BNY
Bank of New York Mellon
BNY
+$9.01M
5
LEN icon
Lennar Class A
LEN
+$9.01M

Sector Composition

1 Technology 18.23%
2 Industrials 14.55%
3 Consumer Discretionary 14.51%
4 Healthcare 12.57%
5 Financials 12.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-7,830
2027
– –
-8,922
2028
– –
-42,409
2029
– –
-30,579
2030
– –
-14,608
2031
– –
-3,368
2032
– –
-18,900
2033
– –
-13,466
2034
– –
-17,551
2035
– –
-6,231
2036
– –
-18,995
2037
– –
-56,570
2038
– –
-21,665
2039
– –
-33,300
2040
– –
-46,651
2041
– –
-21,241
2042
– –
-92,448
2043
– –
-71,576
2044
– –
-22,002
2045
– –
-27,214
2046
– –
-9,317
2047
– –
-5,831
2048
– –
-178,342
2049
– –
-1,435
2050
– –
-40,911
80 81
82
83 84