BRIM

Broad Run Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 59.1%
This Quarter Est. Return
1 Year Est. Return
+59.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.86B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$91.5M
2 +$2.7M
3 +$2.63M
4
AON icon
Aon
AON
+$2.31M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.25M

Top Sells

1 +$2.27M
2 +$2.13M
3 +$884K
4
AMT icon
American Tower
AMT
+$308K
5
MRLN
Marlin Business Services Corp
MRLN
+$80K

Sector Composition

1 Financials 34.58%
2 Consumer Discretionary 24.2%
3 Real Estate 16.31%
4 Communication Services 11.3%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.31M 0.12%
5,807