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
$441M
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1 +$1.76M
2 +$1.46M
3 +$737K
4
QCOM icon
Qualcomm
QCOM
+$655K
5
NTRS icon
Northern Trust
NTRS
+$566K

Sector Composition

1 Energy 58.53%
2 Materials 9.2%
3 Financials 4.02%
4 Technology 2.67%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-2,714
377
-8,661
378
-533
379
-3,850
380
-5,000