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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
$151M
AUM Growth
+$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.46M
3
+$1.42M
4
LEN icon
Lennar Class A
LEN
+$1.2M
5
CFG icon
Citizens Financial Group
CFG
+$971K

Top Sells

1
+$1.66M
2
+$1.56M
3
+$1.37M
4
PGEM
Ply Gem Holdings, Inc.
PGEM
+$1.35M
5
EXPD icon
Expeditors International
EXPD
+$1.25M

Sector Composition

1 Industrials 21.02%
2 Financials 18.36%
3 Healthcare 13.58%
4 Technology 11.86%
5 Consumer Staples 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-8,750
177
– –
-5,900
178
– –
-4,700
179
– –
-17,245
180
– –
-5,575
181
– –
-16,299
182
– –
-20,611
183
– –
-62,381
4 5 6 7
8