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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
101
$582K 0.27%
3,100
102
$580K 0.27%
6,088
-700
103
$578K 0.27%
5,586
-75
104
$577K 0.27%
5,599
105
$550K 0.25%
1,800
106
$534K 0.25%
6,544
-8,796
107
$520K 0.24%
3,350
-25
108
$514K 0.24%
6,697
-9,253
109
$484K 0.22%
1,775
-250
110
$458K 0.21%
1,325
-6,795
111
$429K 0.2%
2,000
112
$405K 0.19%
2,744
113
$400K 0.18%
+2,020
114
$400K 0.18%
+1,550
115
$395K 0.18%
+1,225
116
$393K 0.18%
575
-11
117
$387K 0.18%
5,425
-9,950
118
$380K 0.17%
+1,125
119
$379K 0.17%
+15,626
120
$378K 0.17%
+5,500
121
$378K 0.17%
9,900
122
$373K 0.17%
7,400
-725
123
$371K 0.17%
+6,450
124
$356K 0.16%
5,549
-2,400
125
$352K 0.16%
+2,175
3 4
5
6 7