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
$839M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$17.9M

Top Sells

1 +$9.68M
2 +$8.91M
3 +$4.31M
4
ORLY icon
O'Reilly Automotive
ORLY
+$4.02M
5
AMT icon
American Tower
AMT
+$3.89M

Sector Composition

1 Financials 36.02%
2 Consumer Discretionary 26.92%
3 Technology 15.79%
4 Communication Services 10.82%
5 Real Estate 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$518K 0.06%
15,721
27
-41,226
28
-11,369