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
$262M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$10.7M
3 +$10.5M
4
WNR
Western Refining Inc
WNR
+$10.5M
5
BEAV
B/E Aerospace Inc
BEAV
+$9.62M

Top Sells

1 +$13.6M
2 +$12.3M
3 +$10.6M
4
ACAS
American Capital Ltd
ACAS
+$10.3M
5
HAR
Harman International Industries
HAR
+$10.1M

Sector Composition

1 Consumer Staples 17.83%
2 Technology 12.8%
3 Industrials 10.07%
4 Financials 8.53%
5 Consumer Discretionary 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-16,245
77
-170,000
78
-574,966
79
-449,813