NERM
New England Research & Management Portfolio holdings
AUM
$218M
1-Year Est. Return
12.41%
1 Year Est. Return
+12.41%
AUM
$218M
AUM Growth
+$7.19M
(+3.4%)
Holding
178
Top Buys
| 1 | +$1.97M | |
| 2 | +$1.77M | |
| 3 | +$1.47M | |
| 4 |
Arrow Electronics
ARW
|
+$1.46M |
| 5 |
D.R. Horton
DHI
|
+$1.45M |
Top Sells
| 1 | +$4.22M | |
| 2 | +$2.35M | |
| 3 | +$2.22M | |
| 4 |
Toll Brothers
TOL
|
+$2.09M |
| 5 |
Home Depot
HD
|
+$1.56M |
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 | |
|---|---|---|---|---|---|---|
176
Avnet
AVT
$3.96B
| – | – |
-6,225
|
|
||
177
ASML
ASML
$416B
| – | – |
-761
|
|
||
|
ANSS
178
DELISTED
Ansys
ANSS
| – | – |
-1,150
|
|