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
$219M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$454K
2
+$362K
3
+$217K
4
QCOM icon
Qualcomm
QCOM
+$213K
5
CLX icon
Clorox
CLX
+$206K

Top Sells

1
+$165K
2
+$149K
3
+$142K
4
HD icon
Home Depot
HD
+$114K
5
PFE icon
Pfizer
PFE
+$113K

Sector Composition

1 Technology 14.9%
2 Industrials 13.7%
3 Healthcare 12.56%
4 Financials 10.53%
5 Consumer Staples 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.77%
3,339
+209
52
$1.52M 0.7%
12,499
+655
53
$1.52M 0.69%
11,178
-755
54
$1.29M 0.59%
9,355
55
$1.17M 0.54%
51,280
-825
56
$1.16M 0.53%
19,380
57
$1.13M 0.52%
44,610
-276
58
$1.12M 0.51%
9,192
-680
59
$1.09M 0.5%
22,120
60
$998K 0.46%
8,853
-670
61
$951K 0.43%
34,655
-5,995
62
$888K 0.41%
21,261
-2,716
63
$861K 0.39%
7,371
-20
64
$805K 0.37%
4,534
65
$664K 0.3%
14,722
-900
66
$628K 0.29%
7,859
67
$607K 0.28%
4,203
68
$599K 0.27%
8,190
69
$598K 0.27%
14,280
70
$596K 0.27%
4,850
71
$596K 0.27%
11,564
+2,054
72
$584K 0.27%
1,571
73
$571K 0.26%
7,755
74
$529K 0.24%
8,530
+600
75
$519K 0.24%
9,989
1 2
3
4 5