NERM

New England Research & Management Portfolio holdings

AUM $229M
1-Year Est. Return 16.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$3.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.93M
3
+$1.88M
4
YUM icon
Yum! Brands
YUM
+$1.77M
5
ENS icon
EnerSys
ENS
+$1.39M

Top Sells

1
+$3.18M
2
+$1.93M
3
+$1.51M
4
LYB icon
LyondellBasell Industries
LYB
+$1.41M
5
PXD
Pioneer Natural Resource Co.
PXD
+$1.35M

Sector Composition

1 Healthcare 20.61%
2 Industrials 19.75%
3 Technology 15.41%
4 Consumer Staples 13.62%
5 Consumer Discretionary 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
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