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
$311M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$869K
2
+$745K
3
+$598K
4
NEE icon
NextEra Energy
NEE
+$575K
5
XOM icon
Exxon Mobil
XOM
+$569K

Top Sells

1
+$435K
2
+$343K
3
+$213K
4
TSCO icon
Tractor Supply
TSCO
+$178K
5
ACN icon
Accenture
ACN
+$155K

Sector Composition

1 Technology 14.23%
2 Healthcare 13.42%
3 Industrials 12.11%
4 Consumer Staples 10.98%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.25M 1.69%
20,534
+615
27
$5M 1.61%
17,850
+365
28
$4.79M 1.54%
63,614
+238
29
$4.72M 1.52%
21,349
-90
30
$4.62M 1.49%
58,658
+2,430
31
$4.5M 1.45%
77,372
+3,775
32
$4.41M 1.42%
46,232
+530
33
$4.36M 1.4%
59,321
+5,460
34
$4.36M 1.4%
60,546
+1,385
35
$4.28M 1.38%
81,246
+2,870
36
$3.83M 1.23%
23,802
-167
37
$3.73M 1.2%
24,478
+250
38
$3.61M 1.16%
15,659
-200
39
$3.56M 1.15%
36,874
+6,195
40
$3.38M 1.09%
137,228
+980
41
$3.35M 1.08%
45,145
+1,555
42
$3.31M 1.07%
70,058
+745
43
$2.88M 0.93%
9,435
44
$2.88M 0.93%
38,056
+7,609
45
$2.85M 0.92%
7,186
+34
46
$2.69M 0.87%
48,152
+10,200
47
$2.62M 0.84%
12,227
-430
48
$2.59M 0.83%
46,766
-840
49
$2.56M 0.82%
12,380
50
$2.4M 0.77%
13,675
-210
1
2
3 4 5