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
$149M
AUM Growth
+$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$533K
3
+$507K
4
MOS icon
The Mosaic Company
MOS
+$418K
5
RTX icon
RTX Corp
RTX
+$377K

Top Sells

1
+$755K
2
+$563K
3
+$445K
4
NEWS
NewStar Financial, Inc.
NEWS
+$397K
5
AA icon
Alcoa
AA
+$352K

Sector Composition

1 Industrials 16.14%
2 Technology 13.07%
3 Consumer Staples 10.75%
4 Financials 10.1%
5 Healthcare 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$363K 0.24%
3,700
77
$353K 0.24%
9,305
78
$348K 0.23%
7,875
79
$343K 0.23%
21,315
80
$322K 0.22%
+6,450
81
$320K 0.22%
6,260
82
$316K 0.21%
4,875
83
$310K 0.21%
6,009
84
$294K 0.2%
1,485
-45
85
$284K 0.19%
2,620
86
$270K 0.18%
7,070
87
$259K 0.17%
5,188
-620
88
$253K 0.17%
3,717
89
$248K 0.17%
2,512
90
$237K 0.16%
4,634
91
$236K 0.16%
3,160
92
$235K 0.16%
+1,680
93
$234K 0.16%
5,370
-650
94
$229K 0.15%
1,800
95
$228K 0.15%
3,675
96
$227K 0.15%
4,463
97
$225K 0.15%
5,390
98
$222K 0.15%
2,540
99
$219K 0.15%
+5,356
100
$217K 0.15%
2,580
1 2 3
4
5