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
$145M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$552K
3
+$451K
4
OMC icon
Omnicom Group
OMC
+$273K
5
MA icon
Mastercard
MA
+$271K

Top Sells

1
+$1.93M
2
+$314K
3
+$284K
4
AMGN icon
Amgen
AMGN
+$207K
5
MMM icon
3M
MMM
+$179K

Sector Composition

1 Industrials 14.79%
2 Technology 13.37%
3 Consumer Staples 10.59%
4 Financials 10.11%
5 Healthcare 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 0.9%
13,628
+5,790
52
$1.29M 0.89%
31,654
+1,262
53
$1.19M 0.82%
11,680
54
$1.19M 0.82%
11,340
+700
55
$1.18M 0.81%
12,420
+991
56
$1.07M 0.74%
41,575
-280
57
$949K 0.66%
23,452
+810
58
$942K 0.65%
11,987
+378
59
$893K 0.62%
17,095
-190
60
$840K 0.58%
16,055
-170
61
$806K 0.56%
9,960
-200
62
$780K 0.54%
4,502
+418
63
$651K 0.45%
8,785
64
$628K 0.43%
7,330
+560
65
$599K 0.41%
21,301
+685
66
$577K 0.4%
4,885
67
$497K 0.34%
5,057
+673
68
$454K 0.31%
8,232
69
$436K 0.3%
7,581
+165
70
$433K 0.3%
4,068
71
$424K 0.29%
16,560
+2,000
72
$416K 0.29%
33,680
73
$411K 0.28%
25,916
74
$398K 0.28%
4,724
75
$397K 0.27%
28,262
-10,000
1 2
3
4 5