BRM

Boston Research & Management Portfolio holdings

AUM $403M
AUM
$403M
AUM Growth
-$4.68M
Cap. Flow
-$1.07M
Cap. Flow %
-0.26%
Top 10 Hldgs %
28.94%
Holding
118
New
3
Increased
17
Reduced
54
Closed
2

Top Buys

1
$3.04M
2
$1.44M
3
$327K
4
$209K
5
$207K

Top Sells

1
$1.03M
2
$405K
3
$314K
4
$306K
5
$285K

Sector Composition

1Technology14.02%
2Consumer Staples11.95%
3Healthcare11.84%
4Financials10.61%
5Industrials10.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$5.69M1.41%105,487
+545
+0.5%
+$29.4K
$5.67M1.41%24,365
-972
-4%
-$226K
$5.64M1.4%62,886
-1,190
-2%
-$107K
$5.51M1.37%76,977
-1,373
-2%
-$98.3K
$5.43M1.35%44,527
-1,435
-3%
-$175K
$5.3M1.32%74,778
+56
+0.1%
+$3.97K
$5.26M1.31%35,067
+149
+0.4%
+$22.3K
$5.21M1.29%68,922
+29
+0%
+$2.19K
$5.09M1.26%40,018
-435
-1%
-$55.3K
$4.97M1.23%11,116
-90
-0.8%
-$40.2K
$4.93M1.22%65,724
-805
-1%
-$60.4K
$4.89M1.21%132,574
+751
+0.6%
+$27.7K
$4.7M1.17%103,655
-2,845
-3%
-$129K
$4.64M1.15%9,315
+17
+0.2%
+$8.46K
$4.6M1.14%46,635
-473
-1%
-$46.7K
$4.51M1.12%48,271
-1,105
-2%
-$103K
$4.49M1.12%11,711
+3,755
+47%
+$1.44M
$4.37M1.08%39,692
-1,067
-3%
-$117K
$4.36M1.08%48,501
-2,367
-5%
-$213K
$4.24M1.05%39,120
+28,100
+255%
+$3.04M
$4.19M1.04%21,008
-33
-0.2%
-$6.58K
$4.17M1.03%20,270
-1,030
-5%
-$212K
$4.14M1.03%49,926
-1,439
-3%
-$119K
$3.97M0.99%7,094
-22
-0.3%
-$12.3K
$3.93M0.98%93,093
-1,448
-2%
-$61.1K
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