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
$287M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$788K
3
+$770K
4
AMZN icon
Amazon
AMZN
+$719K
5
NEE icon
NextEra Energy
NEE
+$609K

Top Sells

1
+$477K
2
+$428K
3
+$293K
4
WEC icon
WEC Energy
WEC
+$201K
5
COP icon
ConocoPhillips
COP
+$194K

Sector Composition

1 Technology 14.63%
2 Healthcare 13.3%
3 Industrials 12.22%
4 Consumer Staples 11.9%
5 Communication Services 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09M 0.73%
23,895
+303
52
$2.03M 0.71%
44,225
+1,460
53
$1.99M 0.69%
54,839
-575
54
$1.95M 0.68%
22,120
55
$1.92M 0.67%
12,696
+105
56
$1.92M 0.67%
+31,235
57
$1.56M 0.54%
37,952
-11,583
58
$1.51M 0.52%
9,573
-129
59
$1.48M 0.51%
9,080
+4,420
60
$1.38M 0.48%
2,955
+423
61
$1.34M 0.47%
33,530
-4,865
62
$1.25M 0.43%
14,280
-800
63
$1.24M 0.43%
21,239
-46
64
$1.07M 0.37%
4,354
-6
65
$960K 0.33%
44,202
-331
66
$898K 0.31%
24,402
-1,739
67
$755K 0.26%
8,948
-1,380
68
$755K 0.26%
4,473
69
$722K 0.25%
7,755
70
$683K 0.24%
10,564
71
$665K 0.23%
3,657
-15
72
$643K 0.22%
5,346
73
$636K 0.22%
12,185
-595
74
$608K 0.21%
8,190
-46
75
$558K 0.19%
9,000
+630
1 2
3
4 5