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
$256M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$953K
2
+$793K
3
+$337K
4
ADP icon
Automatic Data Processing
ADP
+$271K
5
VFC icon
VF Corp
VFC
+$219K

Top Sells

1
+$464K
2
+$385K
3
+$385K
4
TSCO icon
Tractor Supply
TSCO
+$286K
5
ACN icon
Accenture
ACN
+$285K

Sector Composition

1 Technology 15.15%
2 Healthcare 13.44%
3 Consumer Staples 12.78%
4 Industrials 12.78%
5 Communication Services 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 0.68%
18,024
+9,898
52
$1.7M 0.67%
12,591
-605
53
$1.7M 0.66%
49,535
-1,803
54
$1.58M 0.62%
42,765
-455
55
$1.56M 0.61%
22,544
+1,168
56
$1.44M 0.56%
9,702
57
$1.26M 0.49%
38,395
-1,518
58
$1.12M 0.44%
2,532
+15
59
$1.11M 0.43%
15,080
-680
60
$1.07M 0.42%
21,285
-910
61
$1.05M 0.41%
34,931
-876
62
$958K 0.37%
44,533
+331
63
$910K 0.36%
26,141
+4,458
64
$908K 0.36%
4,360
65
$743K 0.29%
10,328
-412
66
$733K 0.29%
4,660
+780
67
$662K 0.26%
4,473
68
$630K 0.25%
10,564
69
$621K 0.24%
5,346
+751
70
$619K 0.24%
12,780
+593
71
$618K 0.24%
7,755
72
$547K 0.21%
3,672
+250
73
$514K 0.2%
2,694
74
$512K 0.2%
8,236
75
$504K 0.2%
8,370
-600
1 2
3
4 5