NERM

New England Research & Management Portfolio holdings

AUM $218M
1-Year Est. Return 12.41%
This Quarter Est. Return
1 Year Est. Return
+12.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1 +$2.66M
2 +$1.35M
3 +$1.29M
4
NTR icon
Nutrien
NTR
+$1.28M
5
PXD
Pioneer Natural Resource Co.
PXD
+$1.2M

Top Sells

1 +$2.05M
2 +$1.61M
3 +$1.39M
4
IRM icon
Iron Mountain
IRM
+$1.27M
5
SYF icon
Synchrony
SYF
+$1.2M

Sector Composition

1 Industrials 20.24%
2 Healthcare 18.76%
3 Consumer Staples 13.09%
4 Financials 12.3%
5 Technology 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-9,363
177
-4,525
178
-5,960
179
-2,660
180
-47,015
181
-2,000
182
-3,077
183
-18,675