BRM

Boston Research & Management Portfolio holdings

AUM $418M
1-Year Est. Return 11.52%
This Quarter Est. Return
1 Year Est. Return
+11.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$3.08M
3
+$2.98M
4
PEP icon
PepsiCo
PEP
+$2.9M
5
KO icon
Coca-Cola
KO
+$2.81M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 13.64%
2 Technology 12.83%
3 Consumer Staples 12.1%
4 Healthcare 10.82%
5 Financials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 1.63%
+47,751
27
$1.81M 1.61%
+32,240
28
$1.78M 1.58%
+94,764
29
$1.75M 1.56%
+20,239
30
$1.74M 1.55%
+123,144
31
$1.7M 1.51%
+29,662
32
$1.65M 1.47%
+29,617
33
$1.64M 1.46%
+17,545
34
$1.62M 1.44%
+22,525
35
$1.58M 1.4%
+59,058
36
$1.58M 1.4%
+27,450
37
$1.55M 1.38%
+25,627
38
$1.55M 1.38%
+55,241
39
$1.53M 1.36%
+56,992
40
$1.51M 1.34%
+26,357
41
$1.49M 1.32%
+56,790
42
$1.43M 1.27%
+36,055
43
$1.4M 1.25%
+22,305
44
$1.36M 1.21%
+30,120
45
$1.33M 1.18%
+1,558
46
$1.32M 1.18%
+11,197
47
$1.16M 1.03%
+14,797
48
$1.14M 1.01%
+47,540
49
$1.02M 0.91%
+15,680
50
$965K 0.86%
+11,680
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