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

Top Buys

1
+$16.9M
2
+$14.8M
3
+$13.4M
4
PODD icon
Insulet
PODD
+$13.2M
5
JCI icon
Johnson Controls International
JCI
+$12.8M

Top Sells

1
+$16.3M
2
+$12.6M
3
+$12.5M
4
HON icon
Honeywell
HON
+$12.1M
5
IEX icon
IDEX
IEX
+$11.4M

Sector Composition

1 Technology 20.58%
2 Consumer Discretionary 14.84%
3 Healthcare 14.24%
4 Industrials 13.47%
5 Financials 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-21,976
2027
– –
-11,778
2028
– –
-2,322
2029
– –
-26,030
2030
– –
-11,646
2031
– –
-16,722
2032
– –
-3,003
2033
– –
-16,326
2034
– –
-65,230
2035
– –
-52,205
2036
– –
-34,853
2037
– –
-31,090
2038
– –
-1,544
2039
– –
-7,967
2040
– –
-20,510
2041
– –
-13,458
2042
– –
-19,601
2043
– –
-9,809
2044
– –
-4,642
2045
– –
-55,416
2046
– –
-15,196
2047
– –
-18,273
2048
– –
-46,998
2049
– –
-12,409
2050
– –
-7,075
80 81
82
83 84