NES

New England Securities Portfolio holdings

AUM $285M
1-Year Est. Return 7.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,437
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.04%
2 Communication Services 3.94%
3 Healthcare 3.88%
4 Energy 3.61%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
0
1427
$0 ﹤0.01%
+300