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
$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 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
-29,200
577
-352,210
578
-144,702
579
-253,580
580
-25,000
581
-162,126
582
-288,718
583
-50,000
584
-181,446