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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
$197M
AUM Growth
+$354K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.92M
3
+$1.82M
4
GS icon
Goldman Sachs
GS
+$1.64M
5
DAL icon
Delta Air Lines
DAL
+$1.62M

Top Sells

1
+$1.82M
2
+$1.6M
3
+$1.57M
4
LNG icon
Cheniere Energy
LNG
+$1.26M
5
TER icon
Teradyne
TER
+$1.13M

Sector Composition

1 Industrials 21.39%
2 Healthcare 16.48%
3 Technology 14.71%
4 Financials 13.19%
5 Consumer Discretionary 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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152
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153
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154
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155
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156
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157
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-9,500
158
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159
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160
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165
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166
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-4,150
3 4 5 6
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