NEAM

New England Asset Management Portfolio holdings

AUM $765M
1-Year Est. Return 14.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$690M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$4.12M
2 +$3.5M
3 +$3.24M
4
KO icon
Coca-Cola
KO
+$2.27M
5
SYY icon
Sysco
SYY
+$1.12M

Top Sells

1 +$3.21M
2 +$2.82M
3 +$2.49M
4
WMT icon
Walmart Inc
WMT
+$2.2M
5
TSM icon
TSMC
TSM
+$1.74M

Sector Composition

1 Technology 10.83%
2 Financials 9.99%
3 Healthcare 7.73%
4 Consumer Staples 7.44%
5 Utilities 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.89K ﹤0.01%
189
102
-11,837
103
-19,192