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
$281M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.9M
3
+$11M
4
KLAC icon
KLA
KLAC
+$11M
5
SAAS
inContact, Inc.
SAAS
+$10.2M

Top Sells

1
+$12.6M
2
+$12.5M
3
+$12.1M
4
YOKU
YOUKU TUDOU INC.(CAYMAN ISLS)
YOKU
+$12.1M
5
SNDK
SANDISK CORP
SNDK
+$12M

Sector Composition

1 Technology 21.34%
2 Energy 10.94%
3 Communication Services 9.76%
4 Real Estate 6.3%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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