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
$730M
AUM Growth
-$83.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$4.85M

Top Sells

1 +$12M
2 +$9.31M
3 +$9.04M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.23M
5
SSNC icon
SS&C Technologies
SSNC
+$6.74M

Sector Composition

1 Financials 31.91%
2 Consumer Discretionary 25.31%
3 Technology 18.86%
4 Communication Services 11.88%
5 Real Estate 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-104,689