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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
326
$1K ﹤0.01%
2
327
$1K ﹤0.01%
6
328
$1K ﹤0.01%
3
329
$1K ﹤0.01%
8
330
$1K ﹤0.01%
3
331
$1K ﹤0.01%
7
+2
332
$1K ﹤0.01%
3
333
$1K ﹤0.01%
8
334
$1K ﹤0.01%
4
335
$1K ﹤0.01%
2
336
$1K ﹤0.01%
3
337
$1K ﹤0.01%
3
338
$1K ﹤0.01%
3
+1
339
$1K ﹤0.01%
3
340
$1K ﹤0.01%
4
+2
341
$1K ﹤0.01%
9
342
$1K ﹤0.01%
2
343
$1K ﹤0.01%
4
344
$1K ﹤0.01%
1
345
$1K ﹤0.01%
2
-1,577
346
$1K ﹤0.01%
3
347
$1K ﹤0.01%
8
+4
348
$1K ﹤0.01%
1
349
$1K ﹤0.01%
2
+1
350
$1K ﹤0.01%
4