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
$184M
AUM Growth
+$7.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$260K
3
+$258K
4
MNDT
Mandiant, Inc. Common Stock
MNDT
+$238K
5
CLX icon
Clorox
CLX
+$215K

Top Sells

1
+$695K
2
+$396K
3
+$264K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$201K
5
MSFT icon
Microsoft
MSFT
+$182K

Sector Composition

1 Industrials 17.31%
2 Technology 13.13%
3 Financials 12.23%
4 Healthcare 10.54%
5 Consumer Staples 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.61M 0.88%
55,300
+1,220
52
$1.57M 0.85%
10,675
-30
53
$1.5M 0.82%
12,380
54
$1.31M 0.71%
10,505
55
$1.15M 0.63%
10,702
+90
56
$1.13M 0.61%
34,870
+750
57
$1.05M 0.57%
25,440
-2,300
58
$915K 0.5%
38,115
+1,050
59
$823K 0.45%
7,260
60
$800K 0.44%
25,316
61
$790K 0.43%
18,642
+30
62
$764K 0.42%
8,701
-315
63
$752K 0.41%
4,517
64
$717K 0.39%
22,104
65
$689K 0.38%
8,407
66
$642K 0.35%
4,850
67
$632K 0.34%
13,219
68
$610K 0.33%
4,634
69
$565K 0.31%
8,903
-22
70
$496K 0.27%
3,775
71
$467K 0.25%
14,560
72
$463K 0.25%
8,920
73
$460K 0.25%
7,591
74
$456K 0.25%
7,755
75
$442K 0.24%
8,130
1 2
3
4