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
$165M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$681K
2
+$565K
3
+$296K
4
CLX icon
Clorox
CLX
+$211K
5
ABT icon
Abbott
ABT
+$182K

Top Sells

1
+$528K
2
+$448K
3
+$248K
4
XYL icon
Xylem
XYL
+$73.2K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$72.4K

Sector Composition

1 Industrials 16.35%
2 Technology 12.09%
3 Healthcare 11.32%
4 Financials 10.96%
5 Consumer Staples 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.86%
53,930
+2,295
52
$1.26M 0.76%
10,390
53
$1.25M 0.76%
11,680
54
$1.25M 0.75%
9,755
55
$1.15M 0.7%
33,300
-100
56
$1.15M 0.7%
36,190
+1,200
57
$1.05M 0.64%
10,062
-50
58
$916K 0.56%
35,915
-125
59
$863K 0.52%
21,582
60
$710K 0.43%
7,260
61
$707K 0.43%
8,247
62
$639K 0.39%
4,850
63
$621K 0.38%
25,316
64
$611K 0.37%
18,310
65
$594K 0.36%
13,869
-1,690
66
$555K 0.34%
4,634
67
$524K 0.32%
3,616
68
$508K 0.31%
3,700
69
$477K 0.29%
7,511
+266
70
$474K 0.29%
14,560
71
$468K 0.28%
7,536
72
$461K 0.28%
7,755
73
$452K 0.27%
8,920
74
$450K 0.27%
6,130
75
$417K 0.25%
7,591
1 2
3
4