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
$160M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.06M
3
+$933K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$755K
5
GWR
Genesee & Wyoming Inc.
GWR
+$644K

Top Sells

1
+$763K
2
+$478K
3
+$327K
4
OIH icon
VanEck Oil Services ETF
OIH
+$324K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$322K

Sector Composition

1 Industrials 17.25%
2 Technology 12.95%
3 Consumer Staples 10.6%
4 Financials 10.34%
5 Healthcare 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$446K 0.28%
8,232
77
$445K 0.28%
4,724
78
$440K 0.28%
16,560
79
$427K 0.27%
3,700
80
$388K 0.24%
21,315
81
$369K 0.23%
9,305
82
$363K 0.23%
7,875
83
$338K 0.21%
4,207
-850
84
$336K 0.21%
4,875
85
$317K 0.2%
7,070
86
$314K 0.2%
6,009
87
$312K 0.2%
2,620
88
$280K 0.18%
3,062
+550
89
$273K 0.17%
4,940
-4,220
90
$270K 0.17%
2,540
91
$263K 0.16%
5,370
92
$259K 0.16%
3,675
93
$257K 0.16%
4,463
94
$252K 0.16%
4,634
95
$244K 0.15%
2,580
96
$242K 0.15%
5,390
97
$241K 0.15%
5,161
-27
98
$234K 0.15%
3,160
99
$233K 0.15%
1,800
100
$219K 0.14%
1,380
-300
1 2 3
4
5