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LIM

Longfellow Investment Management Portfolio holdings

AUM $480M
1-Year Est. Return 8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8%
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 2.64%
4 Communication Services 2.56%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$2K ﹤0.01%
+100
302
$2K ﹤0.01%
+41
303
$2K ﹤0.01%
+125
304
$2K ﹤0.01%
43
-4,615
305
$2K ﹤0.01%
+167
306
$2K ﹤0.01%
25
+9
307
$2K ﹤0.01%
2
+1
308
$2K ﹤0.01%
8
309
$1K ﹤0.01%
5
310
$1K ﹤0.01%
6
+3
311
$1K ﹤0.01%
6
312
$1K ﹤0.01%
28
+12
313
$1K ﹤0.01%
20
314
$1K ﹤0.01%
2
315
$1K ﹤0.01%
2
316
$1K ﹤0.01%
7
317
$1K ﹤0.01%
5
318
$1K ﹤0.01%
4
319
$1K ﹤0.01%
4
320
$1K ﹤0.01%
2
321
$1K ﹤0.01%
32
322
$1K ﹤0.01%
4
323
$1K ﹤0.01%
2
324
$1K ﹤0.01%
5
325
$1K ﹤0.01%
7