NIM

Northeast Investment Management Portfolio holdings

AUM $2.56B
1-Year Est. Return 21.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$780M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$30.5M
2 +$24.6M
3 +$24.1M
4
GE icon
GE Aerospace
GE
+$23.6M
5
CVX icon
Chevron
CVX
+$22M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.37%
2 Industrials 13.42%
3 Financials 12.17%
4 Energy 11.36%
5 Technology 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$166K 0.02%
+16,200
152
$105K 0.01%
+6,606