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
$292M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 2.63%
2 Healthcare 1.66%
3 Communication Services 1.33%
4 Industrials 1.26%
5 Consumer Discretionary 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1K ﹤0.01%
+20,000
127
-1,655
128
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129
-3,000
130
-188
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-2,000
132
-127,400
133
-37,527
134
-30,000
135
-21,880
136
-19,835
137
-12,500
138
-696,291
139
-24,103
140
-500
141
-41,989
142
-193,926
143
-6,066
144
-710,589
145
-243,148
146
-268,908
147
-652,178
148
-74,399
149
-70,356
150
-29,312