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
$118M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$246K
2
+$243K
3
+$224K
4
GAS
AGL Resources Inc
GAS
+$213K
5
DHR icon
Danaher
DHR
+$207K

Top Sells

1
+$169K
2
+$92.9K
3
+$89.5K
4
MMM icon
3M
MMM
+$78K
5
STT icon
State Street
STT
+$59.8K

Sector Composition

1 Industrials 14.03%
2 Technology 12.71%
3 Consumer Staples 11.34%
4 Healthcare 10.79%
5 Financials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$971K 0.82%
14,770
-910
52
$922K 0.78%
10,640
53
$873K 0.74%
26,312
+3,147
54
$857K 0.72%
17,635
55
$823K 0.7%
10,899
56
$783K 0.66%
21,262
+1,140
57
$777K 0.66%
8,844
+362
58
$755K 0.64%
9,960
59
$750K 0.63%
9,075
-150
60
$742K 0.63%
16,640
61
$673K 0.57%
3,802
+31
62
$563K 0.48%
8,431
+184
63
$522K 0.44%
4,885
64
$502K 0.42%
18,426
65
$436K 0.37%
6,770
66
$406K 0.34%
7,866
67
$376K 0.32%
7,485
68
$374K 0.32%
4,144
+76
69
$349K 0.29%
7,695
70
$333K 0.28%
10,465
71
$331K 0.28%
25,916
72
$320K 0.27%
7,875
73
$319K 0.27%
4,724
74
$309K 0.26%
3,700
75
$308K 0.26%
6,009
1 2
3
4