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

Top Buys

1 +$1.47M

Top Sells

1 +$9.62M
2 +$9.61M
3 +$7.83M
4
AON icon
Aon
AON
+$6.78M
5
MKL icon
Markel Group
MKL
+$6.27M

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