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
$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
-60,000
402
-1
403
-196,670
404
-75,000
405
-4,115
406
-119,343
407
-146,558
408
-342,137
409
-91,986
410
-3,000
411
-176,037
412
-616,910
413
-7,727
414
-4,209
415
-3,964