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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
$1.75B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,153
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.9M
3
+$11.7M
4
TJX icon
TJX Companies
TJX
+$11.6M
5
MNST icon
Monster Beverage
MNST
+$10.9M

Top Sells

1
+$9.08M
2
+$8.13M
3
+$7.91M
4
TFC icon
Truist Financial
TFC
+$7.9M
5
NEE icon
NextEra Energy
NEE
+$7.89M

Sector Composition

1 Technology 21.32%
2 Industrials 15.02%
3 Consumer Discretionary 14.89%
4 Healthcare 13.42%
5 Financials 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-1,812
2027
– –
-22,847
2028
– –
-17,184
2029
– –
-43,779
2030
– –
-58,081
2031
– –
-7,926
2032
– –
-2,410
2033
– –
-853
2034
– –
-66,256
2035
– –
-52,590
2036
– –
-4,610
2037
– –
-15,838
2038
– –
-6,424
2039
– –
-15,452
2040
– –
-3,211
2041
– –
-3,480
2042
– –
-3,078
2043
– –
-23,066
2044
– –
-8,256
2045
– –
-7,503
2046
– –
-1,930
2047
– –
-2,558
2048
– –
-85,593
2049
– –
-3,505
2050
– –
-6,040
80 81
82
83 84