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
+$316K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$955K
3
+$143K
4
COP icon
ConocoPhillips
COP
+$141K
5
WMT icon
Walmart
WMT
+$140K

Top Sells

1
+$977K
2
+$237K
3
+$219K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$196K
5
MDT icon
Medtronic
MDT
+$119K

Sector Composition

1 Industrials 17.2%
2 Technology 12.09%
3 Healthcare 11.04%
4 Financials 10.88%
5 Consumer Staples 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 1.67%
25,115
-630
27
$2.62M 1.66%
27,580
-390
28
$2.62M 1.66%
56,584
+2,520
29
$2.5M 1.58%
40,052
+1,520
30
$2.34M 1.48%
39,668
+1,040
31
$2.33M 1.48%
49,855
+20,400
32
$2.3M 1.46%
37,530
+2,300
33
$2.28M 1.45%
85,214
+5,322
34
$2.28M 1.44%
38,038
-530
35
$2.24M 1.42%
34,280
+895
36
$2.24M 1.42%
25,242
37
$2.21M 1.4%
10,712
-950
38
$2.18M 1.38%
31,359
+595
39
$2.16M 1.37%
28,116
+220
40
$2.15M 1.36%
54,386
-258
41
$2.14M 1.36%
+17,910
42
$2.14M 1.35%
51,000
-640
43
$2.07M 1.31%
15,388
-420
44
$1.9M 1.2%
15,670
-250
45
$1.76M 1.11%
35,854
+250
46
$1.64M 1.04%
2,353
+185
47
$1.54M 0.98%
14,838
-290
48
$1.51M 0.95%
23,765
49
$1.43M 0.91%
53,431
-1,682
50
$1.42M 0.9%
18,240
+914
1
2
3 4