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
$366M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$324K
2
+$287K
3
+$256K
4
LOW icon
Lowe's Companies
LOW
+$253K
5
LMT icon
Lockheed Martin
LMT
+$237K

Top Sells

1
+$1.02M
2
+$632K
3
+$561K
4
AAPL icon
Apple
AAPL
+$469K
5
WU icon
Western Union
WU
+$243K

Sector Composition

1 Technology 15.04%
2 Healthcare 13.93%
3 Industrials 11.85%
4 Consumer Staples 10.75%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.67M 0.73%
47,175
+1,190
52
$2.65M 0.72%
11,712
53
$2.56M 0.7%
45,541
54
$2.53M 0.69%
13,345
+50
55
$2.45M 0.67%
22,120
56
$2.42M 0.66%
135,473
-13,600
57
$2.39M 0.65%
33,139
-225
58
$2.35M 0.64%
27,067
+43
59
$2.34M 0.64%
37,476
+2,285
60
$2.13M 0.58%
13,986
+300
61
$1.87M 0.51%
53,838
62
$1.86M 0.51%
12,860
-1,420
63
$1.69M 0.46%
20,835
+4,010
64
$1.64M 0.45%
9,573
65
$1.41M 0.38%
23,832
-570
66
$1.26M 0.34%
20,579
67
$1.24M 0.34%
4,473
68
$1.16M 0.32%
4,354
69
$1.05M 0.29%
8,963
70
$1.05M 0.29%
7,675
-80
71
$928K 0.25%
6,249
-203
72
$890K 0.24%
10,211
73
$752K 0.21%
2,581
74
$732K 0.2%
3,542
75
$646K 0.18%
12,663
+1,015
1 2
3
4 5