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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
$704M
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Sells

1 +$12.7M
2 +$11.5M
3 +$10.9M
4
INDA icon
iShares MSCI India ETF
INDA
+$10.3M
5
ENB icon
Enbridge
ENB
+$8.47M

Sector Composition

1 Energy 38.11%
2 Financials 2.27%
3 Technology 2.14%
4 Consumer Staples 1.94%
5 Healthcare 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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