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
326
$1K ﹤0.01%
3
327
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6
328
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7
329
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2
330
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6
331
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3
332
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8
333
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3
334
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7
+2
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3
336
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8
337
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4
338
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2
339
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3
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3
341
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3
+1
342
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3
343
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4
+2
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9
345
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2
346
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4
347
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5
348
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2
349
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1
350
$1K ﹤0.01%
2
-1,577