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
$2.99B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$3.61M
2 +$377K
3 +$218K
4
AME icon
Ametek
AME
+$116K
5
HSIC icon
Henry Schein
HSIC
+$108K

Sector Composition

1 Financials 35.38%
2 Consumer Discretionary 25.27%
3 Real Estate 15.79%
4 Communication Services 10.85%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.7M 0.12%
6,216
+409