LIM
Longfellow Investment Management Portfolio holdings
AUM
$404M
1-Year Return
15.63%
This Quarter Return
+7.94%
1 Year Return
+15.63%
3 Year Return
+46.3%
5 Year Return
+97.67%
10 Year Return
+1,020.09%
AUM
$620M
AUM Growth
+$4.76M
(+0.77%)
Cap. Flow
-$39.9M
Cap. Flow
% of AUM
-6.43%
Top 10 Holdings %
Top 10 Hldgs %
43.17%
Holding
437
New
41
Increased
47
Reduced
24
Closed
39
Top Buys
Top Sells
| 1 |
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
|
+$13.8M |
| 2 |
Enterprise Products Partners
EPD
|
+$7.06M |
| 3 |
MPLX
MPLX
|
+$6.95M |
| 4 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
+$6.34M |
| 5 |
Energy Transfer Partners
ET
|
+$6.18M |
Sector Composition
| 1 | Energy | 42.9% |
| 2 | Financials | 2.74% |
| 3 | Healthcare | 2.36% |
| 4 | Consumer Staples | 2.04% |
| 5 | Technology | 1.95% |
