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
$246M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$12.5M
3 +$12M
4
JAH
JARDEN CORPORATION
JAH
+$11.2M
5
AF
Astoria Financial Corporation
AF
+$10.3M

Sector Composition

1 Industrials 18.24%
2 Communication Services 11.79%
3 Real Estate 9.23%
4 Technology 9.03%
5 Energy 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-725,029
52
-71,000
53
-75,000