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
$176M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$396K
3
+$233K
4
VZ icon
Verizon
VZ
+$83.3K
5
KO icon
Coca-Cola
KO
+$59.7K

Top Sells

1
+$1.9M
2
+$272K
3
+$232K
4
QCOM icon
Qualcomm
QCOM
+$202K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Industrials 17.49%
2 Technology 12.85%
3 Financials 12.7%
4 Healthcare 9.77%
5 Consumer Staples 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.82%
10,705
52
$1.43M 0.81%
12,380
53
$1.27M 0.72%
+89,441
54
$1.25M 0.71%
10,612
55
$1.21M 0.69%
10,505
+115
56
$1.08M 0.61%
34,120
-2,070
57
$1.07M 0.61%
27,740
-400
58
$821K 0.47%
37,065
59
$777K 0.44%
9,016
60
$756K 0.43%
7,260
61
$755K 0.43%
18,612
-2,020
62
$731K 0.42%
25,316
63
$716K 0.41%
4,517
64
$695K 0.4%
24,770
-67,710
65
$681K 0.39%
22,104
66
$652K 0.37%
8,407
+4
67
$610K 0.35%
4,850
68
$584K 0.33%
13,219
-650
69
$562K 0.32%
8,925
+208
70
$555K 0.32%
4,634
71
$493K 0.28%
8,920
72
$475K 0.27%
8,130
73
$472K 0.27%
7,755
74
$434K 0.25%
14,560
75
$430K 0.24%
3,775
+75
1 2
3
4