BRM

Boston Research & Management Portfolio holdings

AUM $453M
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$371K
3
+$296K
4
CLX icon
Clorox
CLX
+$224K
5
MDT icon
Medtronic
MDT
+$223K

Top Sells

1
+$3.89M
2
+$2.78M
3
+$477K
4
CVS icon
CVS Health
CVS
+$374K
5
IBB icon
iShares Biotechnology ETF
IBB
+$245K

Sector Composition

1 Technology 14.21%
2 Healthcare 12.6%
3 Consumer Staples 11.87%
4 Industrials 10.22%
5 Financials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.88M 0.91%
+7,499
52
$3.71M 0.87%
4,188
-245
53
$3.57M 0.84%
8,805
54
$3.5M 0.82%
12,380
55
$3.44M 0.81%
32,719
+1,895
56
$3.1M 0.73%
49,794
+213
57
$2.68M 0.63%
33,385
-7
58
$2.52M 0.59%
10,619
-35
59
$2.5M 0.59%
50,383
-1,130
60
$2.07M 0.49%
11,681
-670
61
$1.83M 0.43%
12,557
-1,685
62
$1.76M 0.41%
10,319
63
$1.69M 0.4%
10,080
-65
64
$1.57M 0.37%
4,354
65
$1.56M 0.37%
9,661
-50
66
$1.42M 0.33%
3,367
+7
67
$1.39M 0.33%
3,542
68
$1.38M 0.32%
21,863
69
$1.35M 0.32%
11,100
-600
70
$1.27M 0.3%
8,608
71
$1.16M 0.27%
21,999
72
$1.02M 0.24%
7,590
-25
73
$1.01M 0.24%
19,119
-1,571
74
$980K 0.23%
4,433
75
$772K 0.18%
16,147
1 2
3
4 5