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
$334M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$14.2M
2 +$13.5M
3 +$11.6M
4
HCC
HCC INSURANCES HOLDINGS INC
HCC
+$11.5M
5
ALTR
Altera Corp
ALTR
+$11.5M

Top Sells

1 +$18.9M
2 +$13.8M
3 +$12.2M
4
TLM
TALISMAN ENERGY INC
TLM
+$11.5M
5
PCYC
PHARMACYCLICS INC
PCYC
+$11.5M

Sector Composition

1 Technology 12.01%
2 Financials 10.2%
3 Consumer Discretionary 6.71%
4 Industrials 4.47%
5 Consumer Staples 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-539,797
52
-461,600
53
-310,000
54
-80,000