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
$1.66B
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,154
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.8M
3
+$10.2M
4
PANW icon
Palo Alto Networks
PANW
+$10.2M
5
HLT icon
Hilton Worldwide
HLT
+$9.85M

Top Sells

1
+$14.4M
2
+$13.9M
3
+$13.3M
4
SPGI icon
S&P Global
SPGI
+$12.2M
5
LULU icon
lululemon athletica
LULU
+$11.2M

Sector Composition

1 Technology 19.13%
2 Consumer Discretionary 16.48%
3 Healthcare 13.63%
4 Financials 12.85%
5 Industrials 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-13,996
2027
– –
-17,872
2028
– –
-89,086
2029
– –
-9,656
2030
– –
-1,449
2031
– –
-56,786
2032
– –
-14,521
2033
– –
-50,224
2034
– –
-7,340
2035
– –
-15,121
2036
– –
-5,787
2037
– –
-4,500
2038
– –
-6,793
2039
– –
-10,392
2040
– –
-39,871
2041
– –
-24,578
2042
– –
-36,860
2043
– –
-43,165
2044
– –
-17,868
2045
– –
-20,526
2046
– –
-12,335
2047
– –
-137,367
2048
– –
-4,291
2049
– –
-10,181
2050
– –
-62,730
80 81
82
83 84