BRM

Boston Research & Management Portfolio holdings

AUM $453M
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$454K
2
+$362K
3
+$217K
4
QCOM icon
Qualcomm
QCOM
+$213K
5
CLX icon
Clorox
CLX
+$206K

Top Sells

1
+$165K
2
+$149K
3
+$142K
4
HD icon
Home Depot
HD
+$114K
5
PFE icon
Pfizer
PFE
+$113K

Sector Composition

1 Technology 14.9%
2 Industrials 13.7%
3 Healthcare 12.56%
4 Financials 10.53%
5 Consumer Staples 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.8M 1.73%
25,446
+116
27
$3.79M 1.73%
62,760
+660
28
$3.76M 1.72%
81,454
-750
29
$3.68M 1.68%
57,470
+7,092
30
$3.4M 1.55%
29,141
+720
31
$3.4M 1.55%
40,802
-450
32
$3.35M 1.53%
49,976
-2,227
33
$3.34M 1.53%
42,490
-568
34
$3.23M 1.48%
91,365
-2,685
35
$3.07M 1.4%
45,409
+147
36
$2.96M 1.35%
55,531
-90
37
$2.95M 1.35%
57,851
+790
38
$2.91M 1.33%
34,701
+1,255
39
$2.9M 1.32%
152,110
+3,510
40
$2.86M 1.31%
17,770
+100
41
$2.74M 1.25%
51,955
-420
42
$2.74M 1.25%
63,780
+430
43
$2.66M 1.22%
39,159
+1,270
44
$2.34M 1.07%
72,160
+70
45
$2.13M 0.97%
7,331
-170
46
$2.04M 0.93%
12,565
-75
47
$2.02M 0.92%
9,775
-550
48
$1.88M 0.86%
21,734
-23
49
$1.85M 0.85%
12,380
50
$1.75M 0.8%
32,448
-1,009
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