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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
$2.71B
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,161
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$18.5M
3
+$16.1M
4
EW icon
Edwards Lifesciences
EW
+$15.6M
5
NEE icon
NextEra Energy
NEE
+$14.9M

Top Sells

1
+$15.7M
2
+$14M
3
+$13.2M
4
HON icon
Honeywell
HON
+$12.1M
5
IEX icon
IDEX
IEX
+$11.9M

Sector Composition

1 Technology 20.42%
2 Consumer Discretionary 14.84%
3 Healthcare 14.24%
4 Industrials 13.7%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-39,982
2027
– –
-9,389
2028
– –
-2,322
2029
– –
-26,030
2030
– –
-11,646
2031
– –
-4,169
2032
– –
-38,779
2033
– –
-51,445
2034
– –
-20,397
2035
– –
-22,865
2036
– –
-1,164
2037
– –
-179,050
2038
– –
-47,163
2039
– –
-8,108
2040
– –
-13,200
2041
– –
-2,258
2042
– –
-17,612
2043
– –
-40,236
2044
– –
-16,326
2045
– –
-65,230
2046
– –
-34,853
2047
– –
-12,456
2048
– –
-25,374
2049
– –
-9,978
2050
– –
-4,090
80 81
82
83 84