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
$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
401
-342,137
402
-91,986
403
-3,000
404
-176,037
405
-616,910
406
-7,727
407
-4,209
408
-3,964
409
-10,982
410
-797
411
-1,034
412
-2
413
-2
414
-1,849
415
-844