LIM

Longfellow Investment Management Portfolio holdings

AUM $410M
This Quarter Return
+7.95%
1 Year Return
+16.27%
3 Year Return
+38.21%
5 Year Return
+129.96%
10 Year Return
+1,157.46%
AUM
$410M
AUM Growth
+$21M
Cap. Flow
-$7.91M
Cap. Flow %
-1.93%
Top 10 Hldgs %
62.28%
Holding
330
New
50
Increased
49
Reduced
27
Closed
55

Sector Composition

1Energy58.28%
2Financials6.24%
3Consumer Staples5.99%
4Materials4.77%
5Technology4.67%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$73.6K0.02%
+5,158
New
+$73.6K
$73.5K0.02%
+891
New
+$73.5K
$73.5K0.02% 221
$73.3K0.02%
+14,802
New
+$73.3K
$73.2K0.02%
+3,264
New
+$73.2K
$73.2K0.02%
+14,825
New
+$73.2K
$73.2K0.02%
+5,492
New
+$73.2K
$72.7K0.02%
+8,130
New
+$72.7K
$71.6K0.02%
+3,808
New
+$71.6K
$63.9K0.02% 1,640
$62.6K0.02% 5,942
$61.6K0.01%
+6,686
New
+$61.6K
$60.3K0.01%
+353
New
+$60.3K
$59.7K0.01% 5,465
$59.2K0.01%
+3,973
New
+$59.2K
$56.3K0.01% 857
$56.1K0.01% 1,836
$42.7K0.01% 4,150
$38.2K0.01% 4,558
$35.5K0.01%
+4,822
New
+$35.5K
$33.3K0.01% 574
$18K﹤0.01% 81
$17.2K﹤0.01% 110
$16.7K﹤0.01% 88
$15.2K﹤0.01% 140