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
$173M
AUM Growth
+$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$212K
3
+$202K
4
QCOM icon
Qualcomm
QCOM
+$202K
5
WMT icon
Walmart
WMT
+$192K

Top Sells

1
+$305K
2
+$244K
3
+$212K
4
CLX icon
Clorox
CLX
+$211K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$200K

Sector Composition

1 Industrials 16%
2 Technology 13.3%
3 Financials 11.49%
4 Healthcare 10.97%
5 Consumer Staples 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.8%
12,380
+700
52
$1.38M 0.8%
10,705
+950
53
$1.36M 0.79%
55,720
+1,790
54
$1.23M 0.71%
10,390
55
$1.14M 0.66%
36,190
56
$1.09M 0.63%
28,140
-5,160
57
$1.09M 0.63%
10,612
+550
58
$940K 0.54%
37,065
+1,150
59
$849K 0.49%
20,632
-950
60
$712K 0.41%
25,316
61
$710K 0.41%
22,104
+3,794
62
$685K 0.4%
4,517
+901
63
$674K 0.39%
7,260
64
$672K 0.39%
8,403
+156
65
$661K 0.38%
4,850
66
$630K 0.36%
13,869
67
$600K 0.35%
9,016
+1,480
68
$553K 0.32%
8,717
+1,206
69
$539K 0.31%
4,634
70
$466K 0.27%
3,700
71
$452K 0.26%
7,591
72
$448K 0.26%
7,755
73
$445K 0.26%
14,560
74
$438K 0.25%
8,130
+2,000
75
$437K 0.25%
8,920
1 2
3
4