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Longfellow Investment Management Portfolio holdings

AUM $480M
1-Year Est. Return 8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$422M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$3.77M
3
+$2.27M
4
AMZN icon
Amazon
AMZN
+$1.74M
5
IBN icon
ICICI Bank
IBN
+$1.46M

Top Sells

1
+$2.86M
2
+$1.12M
3
+$1.08M
4
C icon
Citigroup
C
+$988K
5
STT icon
State Street
STT
+$943K

Sector Composition

1 Energy 55.71%
2 Financials 8.27%
3 Healthcare 8.03%
4 Technology 4.99%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.7M 11.3%
1,524,314
2
$38.7M 9.18%
985,718
3
$38.3M 9.08%
766,529
4
$33.3M 7.88%
1,938,068
5
$22.4M 5.31%
1,312,831
6
$21.5M 5.09%
671,721
7
$11.9M 2.83%
345,764
8
$8.07M 1.91%
95,714
-41,000
9
$7.68M 1.82%
301,435
10
$7.09M 1.68%
131,752
11
$6.72M 1.59%
148,983
12
$6.45M 1.53%
281,503
13
$5.89M 1.4%
320,000
14
$5.59M 1.33%
22,953
+10,812
15
$4.84M 1.15%
+5,000
16
$4M 0.95%
18,239
+7,700
17
$3.82M 0.91%
+49,765
18
$3.79M 0.9%
22,160
19
$3.32M 0.79%
260,062
20
$3.27M 0.78%
15,173
21
$3.02M 0.72%
118,150
22
$3M 0.71%
276,085
23
$2.98M 0.71%
4,057
-7
24
$2.94M 0.7%
1,317,682
+319,546
25
$2.86M 0.68%
25,000
-38
1
2 3 4 5