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
$5.52B
AUM Growth
+$416M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$1.51M
3
+$698K
4
TFC icon
Truist Financial
TFC
+$671K
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$661K

Top Sells

1
+$22.8M
2
+$5.29M
3
+$1.07M
4
GIS icon
General Mills
GIS
+$672K
5
LNT icon
Alliant Energy
LNT
+$586K

Sector Composition

1 Technology 51.47%
2 Financials 37.98%
3 Consumer Staples 1.7%
4 Healthcare 0.88%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
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