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
$1.09B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$1.39M
2 +$1.15M
3 +$909K
4
TDOC icon
Teladoc Health
TDOC
+$905K
5
NVDA icon
NVIDIA
NVDA
+$866K

Top Sells

1 +$4.45M
2 +$4.08M
3 +$3.34M
4
V icon
Visa
V
+$2.88M
5
AAPL icon
Apple
AAPL
+$2.53M

Sector Composition

1 Technology 15.08%
2 Financials 14.71%
3 Healthcare 14.69%
4 Consumer Discretionary 11.49%
5 Communication Services 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-13,187
177
-6,480
178
-2,221
179
-1,523