NERM
New England Research & Management Portfolio holdings
AUM
$211M
This Quarter Return
+7.96%
1 Year Return
+11.93%
3 Year Return
+33.34%
5 Year Return
+70.28%
10 Year Return
+109.67%
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
20.96%
Holding
150
New
150
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Church & Dwight Co
CHD
|
$2.92M |
| 2 |
Exxon Mobil
XOM
|
$2.72M |
| 3 |
Johnson & Johnson
JNJ
|
$2.69M |
| 4 |
IBM
IBM
|
$2.32M |
| 5 |
Timken Company
TKR
|
$2.17M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 22.21% |
| 2 | Healthcare | 15.85% |
| 3 | Technology | 13.5% |
| 4 | Energy | 12.4% |
| 5 | Financials | 10.28% |
