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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
$615M
AUM Growth
+$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Sells

1 +$6.48M
2 +$5.07M
3 +$4.43M
4
INFY icon
Infosys
INFY
+$3.48M
5
NMMCU
North Mountain Merger Corp. Unit
NMMCU
+$3.4M

Sector Composition

1 Energy 46.86%
2 Healthcare 2.46%
3 Financials 2.42%
4 Consumer Staples 2.08%
5 Technology 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-2,985
402
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403
-14,148
404
-3,769
405
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407
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-1
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411
-3,294
412
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413
-10
414
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415
-7,164
416
-10
417
-1,513
418
-1,056
419
-78,794
420
-143,151
421
-100,000
422
-2,155
423
-83,334
424
-255,732
425
-96,917