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
$118M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$246K
2
+$243K
3
+$224K
4
GAS
AGL Resources Inc
GAS
+$213K
5
DHR icon
Danaher
DHR
+$207K

Top Sells

1
+$169K
2
+$92.9K
3
+$89.5K
4
MMM icon
3M
MMM
+$78K
5
STT icon
State Street
STT
+$59.8K

Sector Composition

1 Industrials 14.03%
2 Technology 12.71%
3 Consumer Staples 11.34%
4 Healthcare 10.79%
5 Financials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$298K 0.25%
6,452
+192
77
$291K 0.25%
14,560
78
$285K 0.24%
3,184
79
$264K 0.22%
21,040
80
$263K 0.22%
5,637
+1,135
81
$246K 0.21%
+7,482
82
$230K 0.19%
6,938
83
$224K 0.19%
+4,038
84
$216K 0.18%
2,592
+80
85
$213K 0.18%
+4,634
86
$207K 0.17%
+4,463
87
$205K 0.17%
+2,540
88
$203K 0.17%
21,315
1 2 3
4