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
$405M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$327K
2
+$214K
3
+$212K
4
CLX icon
Clorox
CLX
+$210K
5
NEE icon
NextEra Energy
NEE
+$149K

Top Sells

1
+$2.55M
2
+$650K
3
+$390K
4
ADM icon
Archer Daniels Midland
ADM
+$207K
5
HD icon
Home Depot
HD
+$184K

Sector Composition

1 Technology 14.03%
2 Healthcare 13.52%
3 Consumer Staples 11.05%
4 Industrials 10.27%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.8M 0.94%
22,120
52
$3.67M 0.91%
7,008
-122
53
$3.45M 0.85%
4,433
54
$3.38M 0.83%
8,805
-480
55
$3.22M 0.8%
12,380
56
$3.05M 0.75%
56,015
+1,830
57
$3.01M 0.74%
49,501
-959
58
$2.62M 0.65%
33,741
-646
59
$2.49M 0.62%
10,886
-53
60
$2.21M 0.55%
52,623
-130
61
$2.12M 0.52%
12,721
62
$2.03M 0.5%
14,787
-269
63
$1.63M 0.4%
10,720
-755
64
$1.56M 0.39%
4,354
65
$1.54M 0.38%
9,711
66
$1.39M 0.34%
8,808
67
$1.34M 0.33%
3,360
68
$1.3M 0.32%
3,542
69
$1.3M 0.32%
10,319
70
$1.24M 0.31%
21,199
-204
71
$1.18M 0.29%
22,512
-256
72
$1.1M 0.27%
21,999
73
$1.06M 0.26%
11,700
-1,200
74
$935K 0.23%
7,615
75
$879K 0.22%
4,603
1 2
3
4 5