NIM

Northeast Investment Management Portfolio holdings

AUM $2.34B
1-Year Est. Return 18.21%
This Quarter Est. Return
1 Year Est. Return
+18.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$824M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1 +$6.07M
2 +$4.7M
3 +$3.78M
4
AMZN icon
Amazon
AMZN
+$3.07M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.72M

Top Sells

1 +$8.49M
2 +$6.27M
3 +$2.98M
4
AAPL icon
Apple
AAPL
+$2.86M
5
AMT icon
American Tower
AMT
+$2.56M

Sector Composition

1 Healthcare 14.9%
2 Industrials 13.87%
3 Financials 13.09%
4 Energy 11.49%
5 Technology 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$342K 0.04%
5,437
-891
127
$338K 0.04%
6,776
128
$331K 0.04%
8,677
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129
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3,954
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130
$288K 0.03%
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131
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132
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133
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135
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136
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137
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138
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139
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141
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$215K 0.03%
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150
$214K 0.03%
+3,076