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
$1.97B
AUM Growth
+$577M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,119
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$8.83M
3
+$8.27M
4
AAPL icon
Apple
AAPL
+$7.88M
5
C icon
Citigroup
C
+$7.82M

Top Sells

1
+$7.87M
2
+$7.65M
3
+$7.57M
4
COST icon
Costco
COST
+$7.53M
5
CTSH icon
Cognizant
CTSH
+$7.33M

Sector Composition

1 Technology 19.35%
2 Consumer Discretionary 16.26%
3 Industrials 13.67%
4 Healthcare 12.38%
5 Financials 11.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-2,484
2027
– –
-28,360
2028
– –
-58,114
2029
– –
-9,513
2030
– –
-6,900
2031
– –
-15,906
2032
– –
-13,500
2033
– –
-105,911
2034
– –
-37,182
2035
– –
-10,000
2036
– –
-19,192
2037
– –
-13,755
2038
– –
-25,111
2039
– –
-112,126
2040
– –
-16,584
2041
– –
-12,270
2042
– –
-38,307
2043
– –
-9,258
2044
– –
-10,510
2045
– –
-13,010
2046
– –
-42,602
2047
– –
-7,622
2048
– –
-10,871
2049
– –
-15,671
2050
– –
-9,150
80 81
82
83 84