NERM

New England Research & Management Portfolio holdings

AUM $229M
1-Year Est. Return 16.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.31M
3
+$1.16M
4
LPX icon
Louisiana-Pacific
LPX
+$890K
5
CCL icon
Carnival Corp
CCL
+$839K

Top Sells

1
+$2.14M
2
+$1.25M
3
+$1.13M
4
AMGN icon
Amgen
AMGN
+$1,000K
5
TD icon
Toronto Dominion Bank
TD
+$913K

Sector Composition

1 Industrials 23.47%
2 Healthcare 19.52%
3 Financials 17.24%
4 Consumer Staples 11.65%
5 Technology 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
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