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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
351
$1K ﹤0.01%
3
352
0
353
$1K ﹤0.01%
95
354
$1K ﹤0.01%
+3
355
$1K ﹤0.01%
2
356
$1K ﹤0.01%
+5
357
$1K ﹤0.01%
137,223
358
$1K ﹤0.01%
5
359
$1K ﹤0.01%
2
360
$1K ﹤0.01%
10
361
$1K ﹤0.01%
3
362
$1K ﹤0.01%
6
363
-3
364
-6
365
-13
366
-6
367
-1,575
368
-7,322
369
-1,581
370
-2,087
371
-6,607
372
-10
373
-4,191
374
-7,430
375
-12,375