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
$403M
AUM Growth
-$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$1.44M
3
+$327K
4
AFL icon
Aflac
AFL
+$209K
5
WEC icon
WEC Energy
WEC
+$207K

Top Sells

1
+$1.52M
2
+$1.03M
3
+$877K
4
ABT icon
Abbott
ABT
+$405K
5
JPM icon
JPMorgan Chase
JPM
+$314K

Sector Composition

1 Technology 14.02%
2 Consumer Staples 11.95%
3 Healthcare 11.84%
4 Financials 10.61%
5 Industrials 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.52M 0.87%
33,518
+734
52
$3.46M 0.86%
4,188
53
$3.4M 0.84%
12,380
54
$3.23M 0.8%
8,805
55
$2.96M 0.73%
50,143
-140
56
$2.85M 0.71%
48,799
-441
57
$2.54M 0.63%
32,269
-866
58
$2.26M 0.56%
10,191
-78
59
$1.78M 0.44%
11,311
-370
60
$1.62M 0.4%
4,354
61
$1.6M 0.4%
9,661
62
$1.52M 0.38%
11,927
-630
63
$1.51M 0.37%
9,650
-380
64
$1.44M 0.36%
8,608
65
$1.42M 0.35%
10,154
-105
66
$1.41M 0.35%
3,367
67
$1.17M 0.29%
3,542
68
$1.17M 0.29%
7,555
-35
69
$1.16M 0.29%
19,063
-2,230
70
$1.07M 0.27%
20,994
-1,005
71
$918K 0.23%
17,938
-1,181
72
$799K 0.2%
3,213
73
$715K 0.18%
3,090
74
$681K 0.17%
15,048
-1,099
75
$679K 0.17%
4,320
1 2
3
4 5