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
$14.6K﹤0.01% 39
$12.3K﹤0.01% 13
$9.87K﹤0.01% 18
$9.81K﹤0.01% 28
$9.43K﹤0.01% 18
$7.64K﹤0.01% 87
$7.23K﹤0.01% 101
-13,276
-99%
-$951K
$6.15K﹤0.01% 44
$6.14K﹤0.01%
+570
New
+$6.14K
$5.08K﹤0.01% 470
$4.95K﹤0.01% 10
$4.94K﹤0.01% 470
$4.83K﹤0.01%
+427
New
+$4.83K
$4.82K﹤0.01% 476
$4.8K﹤0.01% 476
$4.8K﹤0.01%
+438
New
+$4.8K
$4.79K﹤0.01% 476
$4.79K﹤0.01% 476
$4.66K﹤0.01% 10
$4.64K﹤0.01% 454
$4.58K﹤0.01% 450
$4.28K﹤0.01% 14
$4.17K﹤0.01% 388
$4.15K﹤0.01% 17
$4.13K﹤0.01% 5