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NERM

New England Research & Management Portfolio holdings

AUM $237M
1-Year Est. Return 20.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$7.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.94M
3
+$1.52M
4
ARW icon
Arrow Electronics
ARW
+$1.52M
5
DHI icon
D.R. Horton
DHI
+$1.35M

Top Sells

1
+$3.92M
2
+$2.06M
3
+$1.98M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.92M
5
FTNT icon
Fortinet
FTNT
+$1.57M

Sector Composition

1 Industrials 21.6%
2 Technology 15.11%
3 Healthcare 14.51%
4 Financials 12.59%
5 Consumer Discretionary 12.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 1.03%
19,852
27
$2.21M 1.02%
10,870
+4,202
28
$2.13M 0.98%
14,110
+1,330
29
$2.08M 0.96%
27,556
-1,072
30
$2.02M 0.93%
44,225
+12,150
31
$1.99M 0.91%
16,610
+3,000
32
$1.91M 0.88%
13,725
+225
33
$1.91M 0.88%
14,300
+4,200
34
$1.86M 0.86%
2,441
-360
35
$1.86M 0.85%
4,440
-1,085
36
$1.84M 0.85%
5,404
+1,050
37
$1.81M 0.83%
21,596
-809
38
$1.77M 0.81%
+9,950
39
$1.71M 0.79%
6,075
+1,793
40
$1.61M 0.74%
3,042
-128
41
$1.6M 0.74%
54,614
+8,400
42
$1.59M 0.73%
3,916
-3,855
43
$1.57M 0.72%
5,159
44
$1.52M 0.7%
22,858
45
$1.51M 0.69%
12,400
+5,400
46
$1.5M 0.69%
6,363
-80
47
$1.47M 0.68%
+6,925
48
$1.46M 0.67%
+12,050
49
$1.45M 0.67%
+8,575
50
$1.43M 0.66%
22,948
+9,321
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