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
$403M
AUM Growth
-$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$1.44M
3
+$327K
4
AFL icon
Aflac
AFL
+$209K
5
WEC icon
WEC Energy
WEC
+$207K

Top Sells

1
+$1.52M
2
+$1.03M
3
+$877K
4
ABT icon
Abbott
ABT
+$405K
5
JPM icon
JPMorgan Chase
JPM
+$314K

Sector Composition

1 Technology 14.02%
2 Consumer Staples 11.95%
3 Healthcare 11.84%
4 Financials 10.61%
5 Industrials 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.69M 1.41%
105,487
+545
27
$5.67M 1.41%
24,365
-972
28
$5.64M 1.4%
62,886
-1,190
29
$5.51M 1.37%
76,977
-1,373
30
$5.43M 1.35%
44,527
-1,435
31
$5.3M 1.32%
74,778
+56
32
$5.26M 1.31%
35,067
+149
33
$5.21M 1.29%
68,922
+29
34
$5.09M 1.26%
40,018
-435
35
$4.96M 1.23%
11,116
-90
36
$4.93M 1.22%
65,724
-805
37
$4.89M 1.21%
132,574
+751
38
$4.7M 1.17%
103,655
-2,845
39
$4.63M 1.15%
9,315
+17
40
$4.6M 1.14%
46,635
-473
41
$4.51M 1.12%
48,271
-1,105
42
$4.49M 1.12%
11,711
+3,755
43
$4.37M 1.08%
39,692
-1,067
44
$4.36M 1.08%
48,501
-2,367
45
$4.24M 1.05%
39,120
+28,100
46
$4.19M 1.04%
21,008
-33
47
$4.17M 1.03%
20,270
-1,030
48
$4.14M 1.03%
49,926
-1,439
49
$3.97M 0.99%
7,094
-22
50
$3.93M 0.98%
93,093
-1,448
1
2
3 4 5