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
$199M
AUM Growth
-$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$820K
3
+$359K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$129K
5
VZ icon
Verizon
VZ
+$43.9K

Top Sells

1
+$2.96M
2
+$1.89M
3
+$1.73M
4
INTC icon
Intel
INTC
+$1.44M
5
KO icon
Coca-Cola
KO
+$735K

Sector Composition

1 Technology 15.82%
2 Healthcare 14.1%
3 Consumer Staples 13.8%
4 Industrials 10.73%
5 Communication Services 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.54M 1.78%
103,129
-2,221
27
$3.33M 1.67%
82,246
-11,314
28
$3.27M 1.64%
35,006
-1,114
29
$3.1M 1.56%
70,188
-16,613
30
$3.07M 1.54%
46,331
-1,697
31
$2.99M 1.5%
30,947
-273
32
$2.98M 1.5%
17,240
-400
33
$2.93M 1.47%
26,999
-863
34
$2.82M 1.41%
24,673
-2,079
35
$2.47M 1.24%
49,533
-11,809
36
$2.46M 1.24%
21,542
-548
37
$2.43M 1.22%
72,088
-5,249
38
$2.27M 1.14%
125,241
-38,579
39
$2.16M 1.09%
39,406
-8,041
40
$1.89M 0.95%
24,501
+340
41
$1.85M 0.93%
53,737
-13,108
42
$1.85M 0.93%
14,443
+298
43
$1.84M 0.93%
7,152
44
$1.78M 0.89%
59,060
-800
45
$1.77M 0.89%
9,495
-100
46
$1.62M 0.81%
42,598
-18,495
47
$1.59M 0.8%
12,380
48
$1.43M 0.72%
12,367
-3,154
49
$1.4M 0.7%
13,009
-425
50
$1.25M 0.63%
40,620
-21,801
1
2
3 4 5