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
$399M
AUM Growth
+$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$679K
3
+$564K
4
EMR icon
Emerson Electric
EMR
+$558K
5
TRV icon
Travelers Companies
TRV
+$469K

Top Sells

1
+$6.21M
2
+$6.04M
3
+$4.46M
4
PAA icon
Plains All American Pipeline
PAA
+$2.98M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.1M

Sector Composition

1 Energy 54.93%
2 Utilities 7.57%
3 Healthcare 6.64%
4 Consumer Staples 6.63%
5 Financials 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.64K ﹤0.01%
7
202
$3.36K ﹤0.01%
94
203
$3.32K ﹤0.01%
32
204
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41
205
$3.15K ﹤0.01%
3
206
$3.15K ﹤0.01%
1
207
$2.79K ﹤0.01%
6
208
$2.78K ﹤0.01%
10
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3
210
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211
$2.65K ﹤0.01%
30
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10
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38
214
$2.5K ﹤0.01%
48
215
$2.48K ﹤0.01%
4
216
$2.32K ﹤0.01%
7
217
$2.3K ﹤0.01%
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$2.15K ﹤0.01%
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$2.1K ﹤0.01%
10
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$1.95K ﹤0.01%
8
221
$1.83K ﹤0.01%
7
222
$1.8K ﹤0.01%
5
223
$1.72K ﹤0.01%
9
224
$1.69K ﹤0.01%
6
225
$1.68K ﹤0.01%
32
7 8
9
10 11