LIM

Longfellow Investment Management Portfolio holdings

AUM $404M
1-Year Est. Return 15.63%
This Quarter Est. Return
1 Year Est. Return
+15.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$463M
AUM Growth
-$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Sector Composition

1 Energy 55.42%
2 Financials 4.45%
3 Technology 2.69%
4 Communication Services 2.56%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$12K ﹤0.01%
1,200
252
$11K ﹤0.01%
100
253
$11K ﹤0.01%
244
254
$11K ﹤0.01%
+61,730
255
$10K ﹤0.01%
19
256
$9K ﹤0.01%
80
+20
257
$8K ﹤0.01%
720
258
$8K ﹤0.01%
707
259
$7K ﹤0.01%
+14,649
260
$6K ﹤0.01%
16
261
$6K ﹤0.01%
22
262
$6K ﹤0.01%
37
+10
263
$6K ﹤0.01%
350
+30
264
$6K ﹤0.01%
40
-6,188
265
$5K ﹤0.01%
11
+1
266
$5K ﹤0.01%
9
267
$5K ﹤0.01%
50
+10
268
$5K ﹤0.01%
13
269
$5K ﹤0.01%
24
+2
270
$4K ﹤0.01%
13
271
$4K ﹤0.01%
15
272
$4K ﹤0.01%
30
+4
273
$4K ﹤0.01%
55
274
$4K ﹤0.01%
87
275
$4K ﹤0.01%
387