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
$366M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$324K
2
+$287K
3
+$256K
4
LOW icon
Lowe's Companies
LOW
+$253K
5
LMT icon
Lockheed Martin
LMT
+$237K

Top Sells

1
+$1.02M
2
+$632K
3
+$561K
4
AAPL icon
Apple
AAPL
+$469K
5
WU icon
Western Union
WU
+$243K

Sector Composition

1 Technology 15.04%
2 Healthcare 13.93%
3 Industrials 11.85%
4 Consumer Staples 10.75%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.34M 1.46%
62,543
+465
27
$5.29M 1.44%
105,127
-125
28
$4.99M 1.36%
32,248
-530
29
$4.83M 1.32%
63,074
+105
30
$4.78M 1.31%
80,801
+920
31
$4.78M 1.31%
64,046
+347
32
$4.77M 1.3%
51,071
+310
33
$4.68M 1.28%
21,039
-310
34
$4.65M 1.27%
44,978
-1,020
35
$4.6M 1.25%
89,250
-2,795
36
$4.24M 1.16%
81,512
-4,540
37
$4.18M 1.14%
6,261
38
$4.07M 1.11%
38,779
+685
39
$4.06M 1.11%
69,913
-205
40
$3.94M 1.07%
24,858
+15
41
$3.92M 1.07%
36,145
+405
42
$3.88M 1.06%
9,350
43
$3.64M 0.99%
10,241
+668
44
$3.54M 0.97%
16,462
+85
45
$3.53M 0.96%
48,185
+175
46
$3.4M 0.93%
7,148
-70
47
$3.04M 0.83%
18,260
+240
48
$2.99M 0.82%
12,380
49
$2.91M 0.79%
47,515
50
$2.87M 0.78%
51,695
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