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
$240M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$687K
3
+$585K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$474K
5
LIN icon
Linde
LIN
+$371K

Top Sells

1
+$382K
2
+$242K
3
+$241K
4
FAST icon
Fastenal
FAST
+$239K
5
INTC icon
Intel
INTC
+$200K

Sector Composition

1 Technology 14.55%
2 Industrials 12.87%
3 Healthcare 12.11%
4 Consumer Staples 11.61%
5 Financials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.09M 1.71%
61,341
-1,325
27
$4.03M 1.68%
44,196
-540
28
$3.99M 1.66%
49,189
+3,313
29
$3.96M 1.65%
67,300
-2,100
30
$3.96M 1.65%
66,936
+3,785
31
$3.88M 1.62%
48,883
-1,263
32
$3.86M 1.61%
56,351
-120
33
$3.56M 1.49%
31,896
+3,195
34
$3.53M 1.47%
26,890
+1,828
35
$3.44M 1.43%
22,444
-420
36
$3.4M 1.42%
63,142
+10,857
37
$3.4M 1.42%
46,539
+1,720
38
$3.38M 1.41%
30,495
+23,124
39
$3.37M 1.4%
66,746
-270
40
$3.04M 1.27%
50,096
+37
41
$3.04M 1.27%
164,560
+1,480
42
$3M 1.25%
17,040
+2,110
43
$2.81M 1.17%
58,240
+6,205
44
$2.63M 1.09%
39,906
+900
45
$2.46M 1.02%
16,085
-200
46
$2.37M 0.99%
86,910
-440
47
$2.02M 0.84%
7,171
48
$1.93M 0.81%
22,348
-561
49
$1.93M 0.8%
14,993
-230
50
$1.88M 0.78%
9,775
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2
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