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
$2.22B
AUM Growth
+$469M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,408
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.9M
3
+$11.4M
4
DHR icon
Danaher
DHR
+$11.2M
5
HUBS icon
HubSpot
HUBS
+$10.8M

Top Sells

1
+$13.1M
2
+$12.4M
3
+$12.3M
4
TJX icon
TJX Companies
TJX
+$12.1M
5
UNP icon
Union Pacific
UNP
+$12.1M

Sector Composition

1 Technology 22.92%
2 Consumer Discretionary 16.73%
3 Industrials 14.97%
4 Healthcare 13.26%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-14,400
2027
– –
-45,895
2028
– –
-4,952
2029
– –
-36,156
2030
– –
-29,873
2031
– –
-7,165
2032
– –
-19,780
2033
– –
-5,171
2034
– –
-13,500
2035
– –
-16,446
2036
– –
-4,442
2037
– –
-22,706
2038
– –
-12,000
2039
– –
-11,657
2040
– –
-6,574
2041
– –
-946
2042
– –
-2,226
2043
– –
-46,139
2044
– –
-26,346
2045
– –
-44,801
2046
– –
-6,268
2047
– –
-14,740
2048
– –
-10,320
2049
– –
-19,261
2050
– –
-10,469
80 81
82
83 84