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
$3.5B
AUM Growth
+$798M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,358
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$21.2M
3
+$21.2M
4
DDOG icon
Datadog
DDOG
+$20.8M
5
DASH icon
DoorDash
DASH
+$19.2M

Top Sells

1
+$18.7M
2
+$16.8M
3
+$14.7M
4
PODD icon
Insulet
PODD
+$14.7M
5
FISV
Fiserv Inc
FISV
+$14.7M

Sector Composition

1 Technology 21.89%
2 Consumer Discretionary 17.03%
3 Industrials 12.39%
4 Healthcare 11.72%
5 Financials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-28,178
2027
– –
-148,215
2028
– –
-147,718
2029
– –
-4,221
2030
– –
-4,980
2031
– –
-11,596
2032
– –
-14,696
2033
– –
-17,849
2034
– –
-7,178
2035
– –
-56,734
2036
– –
-71,995
2037
– –
-9,472
2038
– –
-158,917
2039
– –
-25,715
2040
– –
-10,366
2041
– –
-23,529
2042
– –
-30,320
2043
– –
-6,396
2044
– –
-14,945
2045
– –
-54,125
2046
– –
-8,786
2047
– –
-3,945
2048
– –
-3,299
2049
– –
-3,278
2050
– –
-37,054
80 81
82
83 84