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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
$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 2.64%
4 Communication Services 2.56%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-146,558
402
-342,137
403
-91,986
404
-3,000
405
-176,037
406
-616,910
407
-7,727
408
-4,209
409
-3,964
410
-1,034
411
-1
412
-7
413
-2,119
414
-1,774
415
-3