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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
51
$1.4M 0.64%
4,970
+350
52
$1.4M 0.64%
18,755
-438
53
$1.38M 0.64%
10,334
54
$1.35M 0.62%
7,228
-25
55
$1.33M 0.61%
+14,575
56
$1.32M 0.61%
5,985
57
$1.3M 0.6%
15,684
-3,928
58
$1.28M 0.59%
8,345
-75
59
$1.27M 0.58%
4,222
60
$1.24M 0.57%
9,949
61
$1.22M 0.56%
17,450
-25
62
$1.21M 0.56%
+14,455
63
$1.2M 0.55%
26,661
-2,908
64
$1.2M 0.55%
1,501
-5,293
65
$1.18M 0.54%
46,225
-2,501
66
$1.18M 0.54%
22,137
+7,300
67
$1.17M 0.54%
2,403
-145
68
$1.12M 0.52%
8,764
-5,011
69
$1.09M 0.5%
+2,800
70
$1.08M 0.5%
7,850
-15,160
71
$1.06M 0.49%
805
+230
72
$1.05M 0.48%
36,179
-3,050
73
$1.01M 0.46%
11,884
+797
74
$1M 0.46%
6,225
+4,675
75
$996K 0.46%
13,250
-100
1 2
3
4 5