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
$828M
AUM Growth
+$487M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$43.2M
2
+$28.2M
3
+$26.3M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$25.6M
5
MPLX icon
MPLX
MPLX
+$24.2M

Top Sells

1
+$9.39M
2
+$8.53M
3
+$8.05M
4
OAC.U
Oaktree Acquisition Corp.
OAC.U
+$8.02M
5
CCX.U
Churchill Capital Corp II
CCX.U
+$7.46M

Sector Composition

1 Energy 27.85%
2 Financials 3.33%
3 Consumer Staples 3.18%
4 Technology 2.94%
5 Healthcare 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$36K ﹤0.01%
+1,350
402
$36K ﹤0.01%
+947
403
$34K ﹤0.01%
+946
404
$34K ﹤0.01%
+1,234
405
$34K ﹤0.01%
+793
406
$32K ﹤0.01%
+1,038
407
$31K ﹤0.01%
+378
408
$29K ﹤0.01%
+679
409
$28K ﹤0.01%
+217
410
$27K ﹤0.01%
+910
411
$27K ﹤0.01%
+590
412
$26K ﹤0.01%
+763
413
$26K ﹤0.01%
+643
414
$24K ﹤0.01%
+1,482
415
$23K ﹤0.01%
+822
416
$22K ﹤0.01%
+553
417
$19K ﹤0.01%
+723
418
$19K ﹤0.01%
+770
419
$18K ﹤0.01%
+339
420
$18K ﹤0.01%
+1,955
421
$16K ﹤0.01%
+1,264
422
$16K ﹤0.01%
+630
423
$13K ﹤0.01%
+97
424
$11K ﹤0.01%
+47
425
$9K ﹤0.01%
+100
15 16
17
18 19