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
$338M
AUM Growth
-$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$639K
2
+$373K
3
+$297K
4
VZ icon
Verizon
VZ
+$272K
5
ODFL icon
Old Dominion Freight Line
ODFL
+$200K

Top Sells

1
+$625K
2
+$474K
3
+$218K
4
AAPL icon
Apple
AAPL
+$119K
5
WMT icon
Walmart
WMT
+$84.3K

Sector Composition

1 Technology 14.23%
2 Healthcare 13.58%
3 Consumer Staples 11.22%
4 Industrials 10.28%
5 Consumer Discretionary 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.89M 0.85%
30,271
+55
52
$2.81M 0.83%
9,294
-131
53
$2.67M 0.79%
80,699
+5,171
54
$2.66M 0.79%
22,120
55
$2.63M 0.78%
12,380
56
$2.5M 0.74%
50,205
+335
57
$2.38M 0.7%
4,433
58
$2.11M 0.62%
11,185
-60
59
$2.08M 0.61%
28,156
+1,289
60
$1.99M 0.59%
16,266
-20
61
$1.98M 0.59%
12,721
62
$1.84M 0.55%
52,753
63
$1.56M 0.46%
11,820
64
$1.56M 0.46%
31,766
-1,655
65
$1.51M 0.45%
9,711
-62
66
$1.49M 0.44%
8,808
67
$1.19M 0.35%
4,354
68
$1.15M 0.34%
22,118
69
$1.09M 0.32%
10,319
70
$966K 0.29%
3,542
71
$961K 0.28%
21,999
-1,117
72
$878K 0.26%
7,615
-60
73
$797K 0.24%
24,041
74
$683K 0.2%
17,438
75
$672K 0.2%
22,299
-924
1 2
3
4 5