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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
$116M
AUM Growth
-$269K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.14M
3
+$1.11M
4
KMB icon
Kimberly-Clark
KMB
+$1.08M
5
AMGN icon
Amgen
AMGN
+$1.01M

Top Sells

1
+$1.4M
2
+$1.16M
3
+$1.1M
4
LCI
Lannett Company, Inc.
LCI
+$949K
5
EL icon
Estee Lauder
EL
+$920K

Sector Composition

1 Industrials 18.96%
2 Healthcare 18.74%
3 Technology 14.93%
4 Consumer Staples 12.75%
5 Financials 12.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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179
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180
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182
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183
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