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
$845M
AUM Growth
+$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.85M

Top Sells

1 +$12.6M
2 +$11M
3 +$8.16M
4
AON icon
Aon
AON
+$7.21M
5
MKL icon
Markel Group
MKL
+$6.47M

Sector Composition

1 Financials 34.9%
2 Consumer Discretionary 29.92%
3 Technology 15.66%
4 Communication Services 10.22%
5 Real Estate 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-387,470