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 19.45%
2 Consumer Discretionary 16.26%
3 Industrials 13.57%
4 Healthcare 12.38%
5 Financials 11.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-39,140
2027
– –
-11,814
2028
– –
-10,610
2029
– –
-5,615
2030
– –
-19,301
2031
– –
-12,500
2032
– –
-18,138
2033
– –
-6,885
2034
– –
-58,294
2035
– –
-24,355
2036
– –
-57,213
2037
– –
-31,427
2038
– –
-19,503
2039
– –
-230,840
2040
– –
-16,800
2041
– –
-6,300
2042
– –
-4,800
2043
– –
-23,164
2044
– –
-5,947
2045
– –
-13,227
2046
– –
-2,800
2047
– –
-23,498
2048
– –
-4,644
2049
– –
-7,444
2050
– –
-11,634
80 81
82
83 84