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
$814M
AUM Growth
+$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$10.2M
3 +$10.2M
4
FND icon
Floor & Decor
FND
+$8.07M
5
AMAT icon
Applied Materials
AMAT
+$5.69M

Top Sells

1 +$12.9M
2 +$3.37M
3 +$1.9M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.67M
5
ECPG icon
Encore Capital Group
ECPG
+$1.53M

Sector Composition

1 Financials 32.36%
2 Consumer Discretionary 29.27%
3 Technology 14.91%
4 Communication Services 11.68%
5 Real Estate 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$723K 0.09%
17,306
27
-3,342