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
$161M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$2.36M
3
+$219K
4
BA icon
Boeing
BA
+$216K
5
GPC icon
Genuine Parts
GPC
+$205K

Top Sells

1
+$2.19M
2
+$1.06M
3
+$706K
4
DE icon
Deere & Co
DE
+$655K
5
OIH icon
VanEck Oil Services ETF
OIH
+$426K

Sector Composition

1 Industrials 16.25%
2 Technology 12.39%
3 Financials 11.15%
4 Healthcare 10.75%
5 Consumer Staples 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 1.55%
122,316
-15,111
27
$2.47M 1.54%
39,852
-110
28
$2.47M 1.53%
40,828
-3,043
29
$2.46M 1.53%
44,738
+3,080
30
$2.46M 1.53%
32,479
+10
31
$2.43M 1.51%
30,577
+40
32
$2.42M 1.5%
236,740
-69,160
33
$2.36M 1.47%
+83,716
34
$2.36M 1.47%
35,425
+420
35
$2.28M 1.42%
55,250
+630
36
$2.19M 1.36%
10,732
+115
37
$2.19M 1.36%
17,213
+1,325
38
$2.15M 1.34%
90,753
+9,251
39
$2.04M 1.27%
45,314
+2,450
40
$1.88M 1.17%
14,818
41
$1.86M 1.16%
28,061
-715
42
$1.85M 1.15%
22,915
-1,987
43
$1.7M 1.05%
15,330
-160
44
$1.68M 1.05%
36,401
+1,180
45
$1.67M 1.04%
39,130
+900
46
$1.51M 0.94%
19,812
-8,585
47
$1.47M 0.91%
31,488
-4,087
48
$1.45M 0.9%
55,718
-2,846
49
$1.43M 0.89%
37,600
-2,740
50
$1.33M 0.82%
41,213
-9,453
1
2
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