NEAM

New England Asset Management Portfolio holdings

AUM $765M
1-Year Est. Return 11.16%
This Quarter Est. Return
1 Year Est. Return
+11.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.33B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 59.62%
2 Consumer Staples 19.25%
3 Industrials 5.58%
4 Technology 1.72%
5 Utilities 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$51K ﹤0.01%
+1,000
127
$46K ﹤0.01%
+1,494
128
$36K ﹤0.01%
+1,000
129
$29K ﹤0.01%
+350
130
$16K ﹤0.01%
+1,000
131
$4K ﹤0.01%
+2,000