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
$161M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$2.36M
3
+$219K
4
BA icon
Boeing
BA
+$216K
5
GPC icon
Genuine Parts
GPC
+$205K

Top Sells

1
+$2.19M
2
+$1.06M
3
+$706K
4
DE icon
Deere & Co
DE
+$655K
5
OIH icon
VanEck Oil Services ETF
OIH
+$426K

Sector Composition

1 Industrials 16.25%
2 Technology 12.39%
3 Financials 11.15%
4 Healthcare 10.75%
5 Consumer Staples 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.8%
22,020
-1,095
52
$1.29M 0.8%
9,755
53
$1.22M 0.76%
11,680
54
$1.15M 0.71%
11,195
-1,830
55
$1.07M 0.66%
10,390
-2,200
56
$1.04M 0.65%
17,295
-910
57
$988K 0.61%
25,090
+4,430
58
$972K 0.6%
22,399
-6,895
59
$909K 0.57%
10,112
-200
60
$875K 0.54%
22,522
-130
61
$805K 0.5%
1,524
-806
62
$786K 0.49%
14,455
-6,260
63
$762K 0.47%
7,260
64
$747K 0.46%
36,550
-300
65
$719K 0.45%
26,090
-5,780
66
$618K 0.38%
4,850
67
$603K 0.37%
8,780
+150
68
$588K 0.37%
8,247
-838
69
$576K 0.36%
25,316
70
$560K 0.35%
18,310
-264
71
$497K 0.31%
7,536
72
$475K 0.3%
3,616
+96
73
$471K 0.29%
3,700
74
$459K 0.29%
6,510
-15,010
75
$455K 0.28%
7,561
-4,131
1 2
3
4 5