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
$145M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$552K
3
+$451K
4
OMC icon
Omnicom Group
OMC
+$273K
5
MA icon
Mastercard
MA
+$271K

Top Sells

1
+$1.93M
2
+$314K
3
+$284K
4
AMGN icon
Amgen
AMGN
+$207K
5
MMM icon
3M
MMM
+$179K

Sector Composition

1 Industrials 14.79%
2 Technology 13.37%
3 Consumer Staples 10.59%
4 Financials 10.11%
5 Healthcare 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 1.6%
59,212
-1,620
27
$2.3M 1.59%
11,761
-1,605
28
$2.28M 1.57%
26,580
+180
29
$2.27M 1.57%
22,091
+460
30
$2.25M 1.56%
50,940
-706
31
$2.19M 1.51%
27,071
+1,660
32
$2.16M 1.49%
22,676
-232
33
$2.1M 1.45%
55,950
+1,462
34
$2.05M 1.42%
30,140
-740
35
$2.04M 1.41%
27,047
-1,278
36
$1.99M 1.38%
61,815
-1,140
37
$1.93M 1.34%
36,273
-1,020
38
$1.88M 1.3%
16,010
-348
39
$1.86M 1.28%
26,695
-2,164
40
$1.84M 1.28%
26,990
+746
41
$1.84M 1.27%
1,592
-27
42
$1.78M 1.23%
25,024
+3,840
43
$1.75M 1.21%
19,342
+1,070
44
$1.74M 1.2%
31,110
+1,390
45
$1.74M 1.2%
30,854
+3,282
46
$1.65M 1.14%
+33,360
47
$1.61M 1.11%
60,417
-2,118
48
$1.51M 1.05%
11,611
+462
49
$1.49M 1.03%
22,096
+6,700
50
$1.48M 1.02%
14,760
-102
1
2
3 4 5