New England Research & Management, Inc.
New England Research & Management, Inc. is a SEC-registered investment adviser headquartered in Chicago, Illinois. The firm primarily serves individuals, including high net worth and other individuals, and also manages assets for pension and profit-sharing plans and charitable organizations. With a history of filings dating back to 2013 and a small staff of 4, the firm offers portfolio management and advisory services focused around equity investments.
Investment Strategy
New England Research & Management, Inc. primarily focuses on discretionary portfolio management, with the vast majority of accounts and assets managed on a discretionary basis. The firm invests mainly in U.S. equities, constructing diversified portfolios for both individual and institutional clients. Holdings tend to be large-cap stocks such as AAPL, GOOGL, MSFT, and JNJ, suggesting an emphasis on growth and stability within equity markets. Client accounts are customized and asset allocations are tailored based on risk profile and investment objectives.
Top Holdings
Equity Positions (144)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOGL | Alphabet Inc Class A | 4.45% | $9.7M | 39,868 | $107.84 | $243.10 | +$1.1M |
A AAPL | Apple Computer | 4.39% | $9.5M | 37,501 | $80.17 | $254.63 | +$2.2M |
U URI | United Rentals, Inc. | 3.41% | $7.4M | 7,776 | $367.01 | $954.66 | +$804.4K |
M MSFT | Microsoft | 3.00% | $6.5M | 12,630 | $115.24 | $517.95 | +$259.7K |
A AMZN | Amazon, Inc. | 2.59% | $5.6M | 25,709 | $174.33 | $219.57 | +$405.9K |