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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
$404M
AUM Growth
-$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$6.29M
3
+$2.87M
4
META icon
Meta Platforms (Facebook)
META
+$2.51M
5
KKR icon
KKR & Co
KKR
+$2.33M

Top Sells

1
+$7.34M
2
+$7.3M
3
+$6.87M
4
UGI icon
UGI
UGI
+$6.5M
5
VZ icon
Verizon
VZ
+$5.95M

Sector Composition

1 Energy 59.25%
2 Financials 8.18%
3 Healthcare 6.43%
4 Technology 4.19%
5 Real Estate 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-1
302
– –
-120,528
303
– –
-5,765
304
– –
-41
305
– –
-10
306
– –
-3,808
307
– –
-11
308
– –
-16,156
309
– –
-2,465
9 10 11 12
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