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
$1.61B
AUM Growth
-$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,254
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.4M
3
+$9.91M
4
EW icon
Edwards Lifesciences
EW
+$9.71M
5
EXC icon
Exelon
EXC
+$8.93M

Top Sells

1
+$18.5M
2
+$17.8M
3
+$15.9M
4
TTD icon
Trade Desk
TTD
+$14.2M
5
HLT icon
Hilton Worldwide
HLT
+$13.2M

Sector Composition

1 Technology 18.06%
2 Consumer Discretionary 15.18%
3 Healthcare 14.29%
4 Financials 13.32%
5 Industrials 12.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-53,427
2027
– –
-39,044
2028
– –
-10,060
2029
– –
-33,200
2030
– –
-6,949
2031
– –
-11,110
2032
– –
-16,225
2033
– –
-8,830
2034
– –
-12,417
2035
– –
-1,900
2036
– –
-9,662
2037
– –
-15,700
2038
– –
-15,123
2039
– –
-5,215
2040
– –
-12,743
2041
– –
-36,680
2042
– –
-19,710
2043
– –
-10,864
2044
– –
-39,151
2045
– –
-576
2046
– –
-24,100
2047
– –
-21,920
2048
– –
-4,542
2049
– –
-21,899
2050
– –
-2,692
80 81
82
83 84