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
$311M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$869K
2
+$745K
3
+$598K
4
NEE icon
NextEra Energy
NEE
+$575K
5
XOM icon
Exxon Mobil
XOM
+$569K

Top Sells

1
+$435K
2
+$343K
3
+$213K
4
TSCO icon
Tractor Supply
TSCO
+$178K
5
ACN icon
Accenture
ACN
+$155K

Sector Composition

1 Technology 14.23%
2 Healthcare 13.42%
3 Industrials 12.11%
4 Consumer Staples 10.98%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.38M 0.77%
45,680
+1,455
52
$2.37M 0.76%
48,255
-6,990
53
$2.27M 0.73%
14,700
+5,620
54
$2.09M 0.67%
4,587
+1,632
55
$2.02M 0.65%
23,127
-768
56
$1.95M 0.63%
12,931
+235
57
$1.93M 0.62%
30,980
-255
58
$1.89M 0.61%
22,120
59
$1.78M 0.57%
54,839
60
$1.77M 0.57%
33,405
-125
61
$1.57M 0.51%
9,573
62
$1.48M 0.48%
14,280
63
$1.29M 0.41%
21,239
64
$1.06M 0.34%
4,354
65
$1.01M 0.33%
44,202
66
$939K 0.3%
8,963
+15
67
$884K 0.28%
24,402
68
$835K 0.27%
4,473
69
$821K 0.26%
3,542
-115
70
$760K 0.24%
7,755
71
$743K 0.24%
10,591
+27
72
$669K 0.22%
5,257
-89
73
$644K 0.21%
8,190
74
$583K 0.19%
10,888
-1,297
75
$572K 0.18%
11,648
+1,013
1 2
3
4 5