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
$196M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$521K
3
+$474K
4
DD icon
DuPont de Nemours
DD
+$353K
5
FAST icon
Fastenal
FAST
+$338K

Top Sells

1
+$3.43M
2
+$284K
3
+$184K
4
MSFT icon
Microsoft
MSFT
+$106K
5
AMLP icon
Alerian MLP ETF
AMLP
+$58.7K

Sector Composition

1 Industrials 14.66%
2 Technology 12.95%
3 Financials 12.55%
4 Healthcare 11.49%
5 Consumer Staples 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.33M 1.7%
13,156
+145
27
$3.27M 1.67%
84,995
+1,089
28
$3.27M 1.67%
61,207
+295
29
$3.25M 1.66%
33,981
+190
30
$3.24M 1.66%
44,355
-143
31
$3.15M 1.61%
64,600
+360
32
$3.12M 1.59%
58,870
+140
33
$3.12M 1.59%
56,579
-460
34
$3.1M 1.58%
48,305
+1,135
35
$3.04M 1.55%
33,407
+445
36
$3.04M 1.55%
39,061
+1,676
37
$2.95M 1.51%
21,988
+80
38
$2.86M 1.46%
148,975
+2,710
39
$2.85M 1.46%
57,041
+2,215
40
$2.8M 1.43%
+220,950
41
$2.71M 1.38%
36,559
+4,465
42
$2.63M 1.35%
10,491
43
$2.46M 1.26%
17,620
+500
44
$2.39M 1.22%
44,670
+1,400
45
$2.3M 1.18%
46,514
+3,285
46
$2.06M 1.05%
23,160
-195
47
$1.94M 0.99%
13,760
-170
48
$1.75M 0.89%
10,675
49
$1.6M 0.82%
12,380
50
$1.59M 0.81%
53,686
+472
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2
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