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
$1.02B
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$5.08M
2 +$2.61M
3 +$2.16M
4
MANH icon
Manhattan Associates
MANH
+$2.04M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.68M

Top Sells

1 +$11.1M
2 +$4.35M
3 +$2.95M
4
DDD icon
3D Systems Corp
DDD
+$2.38M
5
DEO icon
Diageo
DEO
+$1.63M

Sector Composition

1 Healthcare 17.87%
2 Financials 13.84%
3 Industrials 13.34%
4 Technology 8.66%
5 Energy 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-43,702
177
-47,196
178
-56,484
179
-2,857
180
-5,524
181
-9,313