EGM

Engineers Gate Manager Portfolio holdings

AUM $8.04B
1-Year Est. Return 12.21%
This Quarter Est. Return
1 Year Est. Return
+12.21%
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 20.63%
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
1
$21.3M 0.79%
48,903
+1,314
2
$17.7M 0.65%
166,887
+160,159
3
$17.1M 0.63%
321,124
+240,560
4
$16.8M 0.62%
55,748
+17,346
5
$15.2M 0.56%
134,646
+130,787
6
$15M 0.55%
215,813
+193,945
7
$14.7M 0.54%
397,038
+309,630
8
$13.9M 0.52%
373,995
+100,059
9
$13.3M 0.49%
83,362
+82,549
10
$13.2M 0.49%
33,154
+20,496
11
$12.9M 0.48%
78,923
+71,606
12
$12.8M 0.47%
36,997
+26,818
13
$12.5M 0.46%
30,454
+23,344
14
$12.4M 0.46%
+100,767
15
$12.3M 0.46%
+215,233
16
$11.5M 0.42%
120,162
+103,928
17
$11.4M 0.42%
+46,274
18
$11.3M 0.42%
+166,713
19
$11.3M 0.42%
106,396
+87,661
20
$11.3M 0.42%
121,255
+114,551
21
$11.3M 0.42%
55,580
+46,204
22
$11.2M 0.41%
276,660
+247,940
23
$10.6M 0.39%
+34,732
24
$10.5M 0.39%
81,215
+15,758
25
$10.3M 0.38%
+88,048
1
2 3 4 5