NERM
New England Research & Management Portfolio holdings
AUM
$229M
1-Year Est. Return
16.88%
This Fund
S&P 500
1 Year Est. Return
+16.88%
AUM
$229M
AUM Growth
+$10.9M
(+5%)
Holding
177
Top Buys
| 1 | +$2.24M | |
| 2 | +$2.01M | |
| 3 | +$1.79M | |
| 4 |
GE Vernova
GEV
|
+$1.7M |
| 5 |
Abbott
ABT
|
+$1.69M |
Top Sells
| 1 | +$2.56M | |
| 2 | +$2.29M | |
| 3 | +$1.91M | |
| 4 |
Lennar Class A
LEN
|
+$1.81M |
| 5 |
lululemon athletica
LULU
|
+$1.77M |
Sector Composition
| 1 | Healthcare | 18.22% |
| 2 | Industrials | 18.15% |
| 3 | Technology | 16.17% |
| 4 | Financials | 14.96% |
| 5 | Communication Services | 9.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
DELL
176
DELISTED
DELL INC
DELL
| – | – |
-18,086
|
|
||
177
Diamondback Energy
FANG
$51.6B
| – | – |
-5,025
|
|