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
$173M
AUM Growth
+$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$212K
3
+$202K
4
QCOM icon
Qualcomm
QCOM
+$202K
5
WMT icon
Walmart
WMT
+$192K

Top Sells

1
+$305K
2
+$244K
3
+$212K
4
CLX icon
Clorox
CLX
+$211K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$200K

Sector Composition

1 Industrials 16%
2 Technology 13.3%
3 Financials 11.49%
4 Healthcare 10.97%
5 Consumer Staples 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.92M 1.69%
88,186
+240
27
$2.92M 1.69%
45,762
+398
28
$2.9M 1.67%
39,115
+2,570
29
$2.9M 1.67%
41,121
+1,099
30
$2.75M 1.59%
30,857
+2,067
31
$2.72M 1.57%
32,014
-140
32
$2.65M 1.53%
62,727
+3,965
33
$2.61M 1.51%
58,894
+1,998
34
$2.59M 1.5%
30,327
+1,555
35
$2.57M 1.48%
63,840
+400
36
$2.52M 1.46%
11,591
-178
37
$2.47M 1.43%
21,468
+5
38
$2.44M 1.41%
44,317
+1,024
39
$2.42M 1.4%
55,731
+4,898
40
$2.41M 1.39%
34,656
+740
41
$2.4M 1.39%
60,320
+280
42
$2.28M 1.32%
10,534
43
$2.25M 1.3%
92,480
+770
44
$1.98M 1.15%
16,425
+175
45
$1.98M 1.14%
38,034
+603
46
$1.97M 1.14%
22,605
+188
47
$1.84M 1.06%
15,030
-40
48
$1.83M 1.06%
42,725
+680
49
$1.63M 0.94%
53,039
-534
50
$1.61M 0.93%
2,757
+174
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