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
$287M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$788K
3
+$770K
4
AMZN icon
Amazon
AMZN
+$719K
5
NEE icon
NextEra Energy
NEE
+$609K

Top Sells

1
+$477K
2
+$428K
3
+$293K
4
WEC icon
WEC Energy
WEC
+$201K
5
COP icon
ConocoPhillips
COP
+$194K

Sector Composition

1 Technology 14.63%
2 Healthcare 13.3%
3 Industrials 12.22%
4 Consumer Staples 11.9%
5 Communication Services 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.61M 1.6%
17,485
+179
27
$4.58M 1.59%
26,206
+266
28
$4.33M 1.51%
63,376
+697
29
$4.32M 1.5%
73,597
+3,056
30
$4.3M 1.5%
78,376
+863
31
$4.29M 1.49%
45,702
+640
32
$4.29M 1.49%
86,110
-949
33
$4.2M 1.46%
53,861
+2,846
34
$4.2M 1.46%
21,439
-26
35
$4.09M 1.42%
59,161
+1,953
36
$3.5M 1.22%
23,969
-53
37
$3.08M 1.07%
24,228
+6,204
38
$2.99M 1.04%
136,248
+8,397
39
$2.94M 1.02%
69,313
+46
40
$2.81M 0.98%
30,679
+3,398
41
$2.72M 0.95%
43,590
+745
42
$2.71M 0.94%
15,859
+235
43
$2.67M 0.93%
7,152
44
$2.51M 0.87%
9,435
-60
45
$2.46M 0.86%
12,657
-25
46
$2.41M 0.84%
12,380
47
$2.36M 0.82%
13,885
-50
48
$2.35M 0.82%
30,447
+7,903
49
$2.22M 0.77%
47,606
-1,750
50
$2.09M 0.73%
55,245
+20,314
1
2
3 4 5