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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
$3.8B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,409
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$25.4M
3
+$21.7M
4
VRSK icon
Verisk Analytics
VRSK
+$21.2M
5
HD icon
Home Depot
HD
+$21M

Top Sells

1
+$23.5M
2
+$22.6M
3
+$19.5M
4
QCOM icon
Qualcomm
QCOM
+$15.9M
5
STZ icon
Constellation Brands
STZ
+$15.2M

Sector Composition

1 Technology 22.57%
2 Consumer Discretionary 15.1%
3 Industrials 13.12%
4 Healthcare 12.74%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-16,385
2027
– –
-5,604
2028
– –
-3,636
2029
– –
-11,880
2030
– –
-3,145
2031
– –
-11,186
2032
– –
-11,709
2033
– –
-100,632
2034
– –
-15,828
2035
– –
-93,872
2036
– –
-173,999
2037
– –
-105,920
2038
– –
-11,113
2039
– –
-9,435
2040
– –
-251,545
2041
– –
-22,288
2042
– –
-5,508
2043
– –
-40,119
2044
– –
-15,344
2045
– –
-31,936
2046
– –
-5,683
2047
– –
-73,421
2048
– –
-19,586
2049
– –
-12,177
2050
– –
-17,127
80 81
82
83 84