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
$185M
AUM Growth
+$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$203K
2
+$106K
3
+$88.9K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$84.4K
5
VZ icon
Verizon
VZ
+$75.9K

Top Sells

1
+$1.88M
2
+$210K
3
+$184K
4
AAPL icon
Apple
AAPL
+$143K
5
CMCSA icon
Comcast
CMCSA
+$114K

Sector Composition

1 Industrials 16.29%
2 Technology 12.65%
3 Financials 12.53%
4 Healthcare 11.35%
5 Consumer Staples 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.17M 1.71%
28,666
+50
27
$3.17M 1.71%
13,011
+309
28
$3.16M 1.71%
57,039
-80
29
$3.05M 1.65%
280,036
-80
30
$3.03M 1.64%
33,791
-100
31
$3M 1.62%
58,730
-70
32
$2.99M 1.62%
64,240
-600
33
$2.96M 1.6%
60,912
+100
34
$2.91M 1.57%
42,336
+1,295
35
$2.87M 1.55%
47,170
+450
36
$2.87M 1.55%
32,962
+110
37
$2.83M 1.53%
35,187
+520
38
$2.79M 1.51%
146,265
+1,420
39
$2.75M 1.49%
21,908
40
$2.66M 1.44%
32,094
+415
41
$2.54M 1.37%
10,491
-18
42
$2.41M 1.3%
54,826
+515
43
$2.27M 1.23%
17,120
44
$2.25M 1.22%
43,270
+80
45
$2.06M 1.12%
23,355
+530
46
$1.93M 1.04%
43,229
+1,700
47
$1.89M 1.02%
13,930
-80
48
$1.64M 0.89%
10,675
49
$1.54M 0.83%
12,380
50
$1.52M 0.82%
53,214
+175
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