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
$426M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$371K
3
+$296K
4
CLX icon
Clorox
CLX
+$224K
5
MDT icon
Medtronic
MDT
+$223K

Top Sells

1
+$3.89M
2
+$2.78M
3
+$477K
4
CVS icon
CVS Health
CVS
+$374K
5
IBB icon
iShares Biotechnology ETF
IBB
+$245K

Sector Composition

1 Technology 14.21%
2 Healthcare 12.6%
3 Consumer Staples 11.87%
4 Industrials 10.22%
5 Financials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.51M 1.53%
11,134
+154
27
$6.25M 1.47%
73,899
+1,155
28
$6.14M 1.44%
52,414
+1,060
29
$5.95M 1.4%
103,623
+1,736
30
$5.82M 1.37%
34,208
+1,740
31
$5.75M 1.35%
9,291
+228
32
$5.65M 1.33%
78,660
+15
33
$5.63M 1.32%
25,209
+525
34
$5.51M 1.29%
131,978
+2,510
35
$5.46M 1.28%
18,859
+318
36
$5.39M 1.27%
39,576
+2,723
37
$5.32M 1.25%
46,120
+297
38
$5.25M 1.23%
67,278
+935
39
$5.18M 1.22%
50,110
+917
40
$4.96M 1.17%
63,580
+2,690
41
$4.65M 1.09%
21,041
42
$4.6M 1.08%
102,346
+2,105
43
$4.59M 1.08%
50,964
+2,477
44
$4.49M 1.05%
21,800
-320
45
$4.44M 1.04%
46,171
-1,308
46
$4.25M 1%
93,011
+2,480
47
$4.08M 0.96%
7,114
-15
48
$4.08M 0.96%
46,431
49
$3.99M 0.94%
38,599
+1,604
50
$3.89M 0.91%
61,890
-5,956
1
2
3 4 5