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
$2.26B
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$24.8M
2 +$5.61M
3 +$2.93M
4
ECPG icon
Encore Capital Group
ECPG
+$155K

Top Sells

1 +$48.7M
2 +$39.3M
3 +$30.8M
4
AON icon
Aon
AON
+$30.6M
5
SCHW icon
Charles Schwab
SCHW
+$21.2M

Sector Composition

1 Financials 38.32%
2 Consumer Discretionary 35.66%
3 Real Estate 12.06%
4 Industrials 8.16%
5 Communication Services 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-423,884