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
$112M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$3.17M
2 +$3.08M
3 +$2.98M
4
PEP icon
PepsiCo
PEP
+$2.9M
5
KO icon
Coca-Cola
KO
+$2.81M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 13.64%
2 Technology 12.83%
3 Consumer Staples 12.1%
4 Healthcare 10.82%
5 Financials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$279K 0.25%
+6,260
77
$272K 0.24%
+3,184
78
$270K 0.24%
+3,700
79
$240K 0.21%
+21,040
80
$240K 0.21%
+21,315
81
$226K 0.2%
+4,502
82
$213K 0.19%
+6,938
83
$207K 0.18%
+2,512