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
$253M
AUM Growth
+$5.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$676K
2
+$298K
3
+$226K
4
WEC icon
WEC Energy
WEC
+$226K
5
MOS icon
The Mosaic Company
MOS
+$224K

Top Sells

1
+$2.04M
2
+$760K
3
+$652K
4
MA icon
Mastercard
MA
+$276K
5
ABT icon
Abbott
ABT
+$76.5K

Sector Composition

1 Technology 14.62%
2 Industrials 12.86%
3 Consumer Staples 12.57%
4 Healthcare 12.27%
5 Financials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.66%
59,370
-1,085
52
$1.48M 0.59%
22,120
53
$1.32M 0.52%
13,284
+1,265
54
$1.3M 0.51%
45,515
+443
55
$1.24M 0.49%
10,432
56
$1.23M 0.48%
9,475
57
$1.13M 0.45%
29,230
+430
58
$1.06M 0.42%
17,400
+120
59
$1.04M 0.41%
8,853
60
$986K 0.39%
24,023
+693
61
$980K 0.39%
4,534
62
$831K 0.33%
14,280
63
$763K 0.3%
18,971
+220
64
$753K 0.3%
7,859
65
$724K 0.29%
21,261
66
$699K 0.28%
15,177
+1,120
67
$651K 0.26%
4,689
68
$650K 0.26%
8,190
69
$641K 0.25%
7,755
70
$636K 0.25%
11,564
71
$628K 0.25%
4,850
72
$597K 0.24%
1,571
73
$578K 0.23%
11,599
-480
74
$556K 0.22%
8,640
75
$526K 0.21%
4,638
1 2
3
4 5