LIM

Longfellow Investment Management Portfolio holdings

AUM $422M
1-Year Est. Return 11.82%
This Quarter Est. Return
1 Year Est. Return
+11.82%
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
376
-10
377
-4,191
378
-7,430
379
-12,375
380
-2
381
-4,520
382
-2,903
383
-10,982
384
-797
385
-1,034
386
-1
387
-2
388
-2
389
-1,849
390
-844
391
-4
392
-5,003
393
-2,192
394
-965
395
-6,029
396
-2
397
-62,803
398
-10,000
399
-9,993
400
-398,218