LIM

Longfellow Investment Management Portfolio holdings

AUM $422M
1-Year Est. Return 11.82%
This Quarter Est. Return
1 Year Est. Return
+11.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 3.08%
2 Consumer Discretionary 0.94%
3 Technology 0.67%
4 Consumer Staples 0.08%
5 Communication Services 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-32,884
127
$0 ﹤0.01%
4
-245,396
128
-4,000
129
-50,000
130
$0 ﹤0.01%
29,362
131
-17,554
132
-39,293
133
-81,241
134
-9,597
135
-50,000
136
-4,532
137
-58,586
138
-2,772
139
-47,201