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
$158M
AUM Growth
-$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$892K
2
+$712K
3
+$678K
4
OIH icon
VanEck Oil Services ETF
OIH
+$671K
5
ABBV icon
AbbVie
ABBV
+$613K

Top Sells

1
+$2.35M
2
+$1.17M
3
+$1.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.06M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$772K

Sector Composition

1 Industrials 17.43%
2 Technology 12.09%
3 Healthcare 11.02%
4 Financials 10.78%
5 Consumer Staples 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.66M 1.69%
25,745
-660
27
$2.6M 1.65%
26,771
+3,200
28
$2.51M 1.59%
71,752
+2,450
29
$2.48M 1.57%
79,892
+7,008
30
$2.41M 1.53%
11,662
-99
31
$2.4M 1.52%
27,387
+715
32
$2.4M 1.52%
30,764
+695
33
$2.31M 1.47%
33,385
+945
34
$2.29M 1.45%
25,242
+1,010
35
$2.28M 1.45%
38,628
+3,060
36
$2.19M 1.39%
35,230
+5,125
37
$2.19M 1.39%
54,644
-665
38
$2.16M 1.37%
38,568
+1,955
39
$2.08M 1.32%
51,640
+1,380
40
$2.05M 1.3%
27,896
+2,530
41
$2.05M 1.3%
15,808
-100
42
$1.95M 1.24%
15,920
43
$1.67M 1.06%
15,128
-10,570
44
$1.65M 1.05%
35,604
+3,710
45
$1.52M 0.97%
23,765
-315
46
$1.46M 0.93%
2,168
+996
47
$1.44M 0.91%
17,326
+5,148
48
$1.36M 0.86%
55,113
+821
49
$1.36M 0.86%
29,455
+3,410
50
$1.29M 0.82%
12,840
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2
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