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
$158M
AUM Growth
-$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$892K
2
+$712K
3
+$678K
4
OIH icon
VanEck Oil Services ETF
OIH
+$671K
5
ABBV icon
AbbVie
ABBV
+$613K

Top Sells

1
+$2.35M
2
+$1.17M
3
+$1.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.06M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$772K

Sector Composition

1 Industrials 17.43%
2 Technology 12.09%
3 Healthcare 11.02%
4 Financials 10.78%
5 Consumer Staples 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.79%
11,680
52
$1.13M 0.72%
9,930
-30
53
$1.12M 0.71%
10,662
-427
54
$1M 0.63%
17,115
+12,175
55
$996K 0.63%
24,402
+560
56
$991K 0.63%
20,349
-21,730
57
$977K 0.62%
30,315
+145
58
$954K 0.61%
4,594
-541
59
$918K 0.58%
11,207
+500
60
$905K 0.57%
11,678
-9,958
61
$892K 0.57%
+18,470
62
$871K 0.55%
38,070
-550
63
$761K 0.48%
7,260
-70
64
$736K 0.47%
27,085
-3,190
65
$697K 0.44%
9,085
66
$686K 0.44%
4,885
67
$679K 0.43%
15,865
-190
68
$608K 0.39%
18,426
69
$565K 0.36%
8,760
70
$540K 0.34%
3,520
71
$538K 0.34%
7,929
72
$528K 0.33%
25,916
73
$459K 0.29%
7,581
74
$451K 0.29%
8,232
75
$435K 0.28%
4,724
1 2
3
4 5