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
$748M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$3.62M
3 +$352K

Top Sells

1 +$16.1M
2 +$14.8M
3 +$12.5M
4
AMT icon
American Tower
AMT
+$11.2M
5
AON icon
Aon
AON
+$8.17M

Sector Composition

1 Financials 34.25%
2 Consumer Discretionary 26.45%
3 Technology 14.82%
4 Communication Services 13.89%
5 Real Estate 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$352K 0.05%
+3,342