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
-$242K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$954K
3
+$690K
4
COP icon
ConocoPhillips
COP
+$673K
5
DE icon
Deere & Co
DE
+$610K

Top Sells

1
+$4.51M
2
+$2.89M
3
+$1.88M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$690K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$646K

Sector Composition

1 Industrials 16.6%
2 Technology 12.65%
3 Financials 11.19%
4 Healthcare 10.82%
5 Consumer Staples 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.82%
2,467
+943
52
$1.3M 0.81%
9,755
53
$1.24M 0.77%
33,400
-4,200
54
$1.22M 0.76%
11,680
55
$1.12M 0.7%
10,390
56
$964K 0.6%
10,112
57
$947K 0.59%
34,990
+19,380
58
$856K 0.53%
36,040
-510
59
$851K 0.53%
21,582
-940
60
$764K 0.48%
22,328
-18,885
61
$721K 0.45%
12,616
-9,404
62
$720K 0.45%
7,260
63
$671K 0.42%
15,559
-6,840
64
$665K 0.41%
8,247
65
$616K 0.38%
4,850
66
$568K 0.35%
25,316
67
$523K 0.33%
3,616
68
$514K 0.32%
18,310
69
$497K 0.31%
3,700
70
$497K 0.31%
4,634
71
$486K 0.3%
8,245
-49,064
72
$446K 0.28%
7,536
73
$430K 0.27%
14,560
74
$418K 0.26%
7,755
75
$416K 0.26%
8,920
1 2
3
4