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
$405M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$327K
2
+$214K
3
+$212K
4
CLX icon
Clorox
CLX
+$210K
5
NEE icon
NextEra Energy
NEE
+$149K

Top Sells

1
+$2.55M
2
+$650K
3
+$390K
4
ADM icon
Archer Daniels Midland
ADM
+$207K
5
HD icon
Home Depot
HD
+$184K

Sector Composition

1 Technology 14.03%
2 Healthcare 13.52%
3 Consumer Staples 11.05%
4 Industrials 10.27%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.6M 1.38%
45,789
+302
27
$5.56M 1.37%
31,747
+671
28
$5.49M 1.36%
126,688
+1,485
29
$5.45M 1.35%
68,308
+875
30
$5.44M 1.35%
94,456
+310
31
$5.39M 1.33%
18,200
+17
32
$5.37M 1.33%
36,161
+686
33
$5.37M 1.33%
121,549
+3,191
34
$5.34M 1.32%
24,467
+338
35
$5.22M 1.29%
101,150
-748
36
$5.22M 1.29%
8,979
+107
37
$4.97M 1.23%
10,935
+184
38
$4.86M 1.2%
79,445
-255
39
$4.85M 1.2%
65,369
-1,488
40
$4.85M 1.2%
59,715
+875
41
$4.84M 1.2%
50,013
-510
42
$4.51M 1.11%
70,554
+2,332
43
$4.45M 1.1%
47,091
+50
44
$4.42M 1.09%
21,041
-17
45
$4.37M 1.08%
45,206
+1,109
46
$4.21M 1.04%
36,700
+2,850
47
$4.17M 1.03%
47,900
+804
48
$4.15M 1.03%
98,896
+1,320
49
$3.94M 0.97%
88,241
+2,345
50
$3.88M 0.96%
30,506
+667
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