BRIM

Broad Run Investment Management Portfolio holdings

AUM $538M
1-Year Est. Return 45.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$66.4M
2
+$17.2M
3
+$14.9M
4
MCRS
MICROS SYSTEMS INC
MCRS
+$11.9M
5
KMX icon
CarMax
KMX
+$10.9M

Top Sells

1
+$66M

Sector Composition

1 Financials 27.72%
2 Consumer Discretionary 23.86%
3 Real Estate 13.68%
4 Communication Services 11.92%
5 Technology 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15K ﹤0.01%
+132
27
$15K ﹤0.01%
+1,666
28
$15K ﹤0.01%
+208
29
$12K ﹤0.01%
+74
30
$12K ﹤0.01%
+527
31
$11K ﹤0.01%
+276
32
$9K ﹤0.01%
+66
33
$9K ﹤0.01%
+36
34
$9K ﹤0.01%
+58
35
$9K ﹤0.01%
+282
36
$9K ﹤0.01%
+80
1
2