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
$118M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$246K
2
+$243K
3
+$224K
4
GAS
AGL Resources Inc
GAS
+$213K
5
DHR icon
Danaher
DHR
+$207K

Top Sells

1
+$169K
2
+$92.9K
3
+$89.5K
4
MMM icon
3M
MMM
+$78K
5
STT icon
State Street
STT
+$59.8K

Sector Composition

1 Industrials 14.03%
2 Technology 12.71%
3 Consumer Staples 11.34%
4 Healthcare 10.79%
5 Financials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 1.67%
52,918
+616
27
$1.97M 1.66%
33,070
+830
28
$1.94M 1.64%
32,774
-320
29
$1.92M 1.62%
20,964
+725
30
$1.91M 1.61%
30,074
-934
31
$1.84M 1.55%
27,300
-150
32
$1.83M 1.55%
65,684
+8,692
33
$1.77M 1.49%
25,420
-207
34
$1.75M 1.47%
17,045
-500
35
$1.74M 1.47%
23,625
+1,100
36
$1.72M 1.46%
27,022
+665
37
$1.69M 1.42%
59,600
+2,810
38
$1.67M 1.41%
55,401
+160
39
$1.66M 1.4%
29,284
-378
40
$1.64M 1.38%
26,842
-2,775
41
$1.57M 1.33%
36,300
+245
42
$1.52M 1.29%
59,654
+596
43
$1.5M 1.26%
30,020
-100
44
$1.45M 1.22%
1,537
-21
45
$1.41M 1.19%
22,235
-70
46
$1.36M 1.15%
11,197
47
$1.23M 1.04%
14,877
+80
48
$1.22M 1.03%
47,440
-100
49
$1.2M 1.01%
26,868
+3,709
50
$1.02M 0.86%
11,680
1
2
3 4