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
$165M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$681K
2
+$565K
3
+$296K
4
CLX icon
Clorox
CLX
+$211K
5
ABT icon
Abbott
ABT
+$182K

Top Sells

1
+$528K
2
+$448K
3
+$248K
4
XYL icon
Xylem
XYL
+$73.2K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$72.4K

Sector Composition

1 Industrials 16.35%
2 Technology 12.09%
3 Healthcare 11.32%
4 Financials 10.96%
5 Consumer Staples 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 1.71%
146,675
+460
27
$2.8M 1.7%
48,228
+2,174
28
$2.76M 1.67%
28,790
+480
29
$2.69M 1.63%
56,896
+1,430
30
$2.67M 1.62%
36,545
+270
31
$2.67M 1.62%
31,482
+595
32
$2.62M 1.59%
32,154
-40
33
$2.48M 1.5%
11,769
+778
34
$2.33M 1.41%
60,040
+920
35
$2.33M 1.41%
28,772
+1,035
36
$2.31M 1.4%
58,762
+4,638
37
$2.25M 1.36%
43,293
+10,884
38
$2.23M 1.35%
63,440
+180
39
$2.22M 1.34%
50,833
+2,630
40
$2.21M 1.34%
10,534
41
$2.2M 1.33%
21,463
+1,190
42
$2.09M 1.27%
37,431
+880
43
$2.04M 1.24%
91,710
+1,048
44
$1.9M 1.15%
22,417
-692
45
$1.83M 1.11%
33,916
+1,700
46
$1.83M 1.11%
16,250
+720
47
$1.75M 1.06%
53,573
48
$1.74M 1.06%
15,070
-160
49
$1.7M 1.03%
42,045
+2,210
50
$1.51M 0.92%
2,583
+116
1
2
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