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
$176M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$396K
3
+$233K
4
VZ icon
Verizon
VZ
+$83.3K
5
KO icon
Coca-Cola
KO
+$59.7K

Top Sells

1
+$1.9M
2
+$272K
3
+$232K
4
QCOM icon
Qualcomm
QCOM
+$202K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Industrials 17.49%
2 Technology 12.85%
3 Financials 12.7%
4 Healthcare 9.77%
5 Consumer Staples 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.04M 1.73%
88,136
-50
27
$3.02M 1.72%
27,355
+396
28
$3.01M 1.71%
70,987
-298
29
$2.87M 1.63%
60,570
+250
30
$2.76M 1.57%
32,882
+135
31
$2.71M 1.54%
54,111
-1,620
32
$2.71M 1.54%
31,884
-130
33
$2.66M 1.51%
34,246
-410
34
$2.61M 1.49%
11,607
+16
35
$2.58M 1.47%
65,240
+1,400
36
$2.57M 1.46%
39,295
+180
37
$2.52M 1.43%
35,320
-3,824
38
$2.48M 1.41%
31,377
+520
39
$2.37M 1.35%
44,261
-56
40
$2.35M 1.34%
10,534
41
$2.26M 1.28%
20,973
-495
42
$2.21M 1.26%
43,045
+320
43
$2.18M 1.24%
56,672
-6,055
44
$2.11M 1.2%
39,594
+1,560
45
$1.96M 1.12%
22,700
+95
46
$1.94M 1.1%
16,565
+140
47
$1.88M 1.07%
14,540
-490
48
$1.83M 1.04%
2,745
-12
49
$1.7M 0.97%
53,039
50
$1.59M 0.9%
54,080
-1,640
1
2
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