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
$199M
AUM Growth
+$3.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$529K
3
+$215K
4
VZ icon
Verizon
VZ
+$101K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$35.1K

Top Sells

1
+$609K
2
+$607K
3
+$502K
4
MSFT icon
Microsoft
MSFT
+$464K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$433K

Sector Composition

1 Industrials 14.54%
2 Technology 13.69%
3 Financials 12.39%
4 Healthcare 11.03%
5 Consumer Staples 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.72%
2,745
-74
52
$1.39M 0.69%
47,190
-6,496
53
$1.37M 0.69%
9,805
-700
54
$1.2M 0.6%
9,592
-1,110
55
$1.11M 0.56%
21,240
-3,120
56
$1.07M 0.54%
38,950
+310
57
$946K 0.47%
8,853
-100
58
$914K 0.46%
36,555
-2,900
59
$861K 0.43%
22,120
-3,196
60
$794K 0.4%
7,391
61
$730K 0.37%
21,261
-843
62
$716K 0.36%
15,952
-1,990
63
$707K 0.35%
8,407
64
$702K 0.35%
4,534
-100
65
$693K 0.35%
4,726
66
$630K 0.32%
4,850
67
$585K 0.29%
10,699
-2,210
68
$568K 0.28%
14,560
69
$529K 0.27%
+4,959
70
$527K 0.26%
7,755
71
$525K 0.26%
3,332
72
$523K 0.26%
8,620
-300
73
$485K 0.24%
7,930
-200
74
$463K 0.23%
1,571
75
$455K 0.23%
3,775
1 2
3
4