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
$199M
AUM Growth
+$3.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$529K
3
+$215K
4
VZ icon
Verizon
VZ
+$101K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$35.1K

Top Sells

1
+$609K
2
+$607K
3
+$502K
4
MSFT icon
Microsoft
MSFT
+$464K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$433K

Sector Composition

1 Industrials 14.54%
2 Technology 13.69%
3 Financials 12.39%
4 Healthcare 11.03%
5 Consumer Staples 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.34M 1.67%
58,502
-2,705
27
$3.32M 1.66%
82,835
-2,160
28
$3.29M 1.65%
62,500
-2,100
29
$3.28M 1.64%
54,029
-2,550
30
$3.23M 1.62%
33,151
-830
31
$3.21M 1.61%
214,750
-6,200
32
$3.13M 1.57%
47,432
-873
33
$3.12M 1.57%
38,656
-405
34
$3.08M 1.55%
56,151
-890
35
$3.07M 1.54%
57,005
-1,865
36
$3.02M 1.51%
32,847
-560
37
$2.73M 1.37%
143,735
-5,240
38
$2.66M 1.34%
36,745
-4,847
39
$2.65M 1.33%
17,145
-475
40
$2.61M 1.31%
9,791
-700
41
$2.56M 1.28%
48,414
+1,900
42
$2.53M 1.27%
34,799
-1,760
43
$2.4M 1.2%
44,705
+35
44
$2.13M 1.07%
17,113
-4,875
45
$2.09M 1.05%
24,988
-6,006
46
$1.94M 0.97%
22,230
-930
47
$1.88M 0.94%
12,750
-1,010
48
$1.86M 0.93%
9,795
-880
49
$1.7M 0.85%
12,380
50
$1.61M 0.81%
62,850
-6,890
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