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
$3.1B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$28.3K

Top Sells

1 +$47.8M
2 +$20.1M
3 +$4.8M
4
MKL icon
Markel Group
MKL
+$1.53M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.11M

Sector Composition

1 Financials 34.68%
2 Consumer Discretionary 26.72%
3 Real Estate 15.55%
4 Communication Services 12.19%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,408,781