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
$165M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$681K
2
+$565K
3
+$296K
4
CLX icon
Clorox
CLX
+$211K
5
ABT icon
Abbott
ABT
+$182K

Top Sells

1
+$528K
2
+$448K
3
+$248K
4
XYL icon
Xylem
XYL
+$73.2K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$72.4K

Sector Composition

1 Industrials 16.35%
2 Technology 12.09%
3 Healthcare 11.32%
4 Financials 10.96%
5 Consumer Staples 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$385K 0.23%
3,700
77
$379K 0.23%
4,815
78
$361K 0.22%
5,300
-840
79
$358K 0.22%
6,009
80
$305K 0.18%
4,634
81
$301K 0.18%
5,780
82
$297K 0.18%
4,490
-3,755
83
$277K 0.17%
6,770
84
$274K 0.17%
3,630
85
$268K 0.16%
2,580
86
$254K 0.15%
4,566
-8,050
87
$254K 0.15%
4,750
88
$252K 0.15%
3,332
89
$244K 0.15%
3,596
90
$241K 0.15%
2,390
91
$237K 0.14%
6,918
-15,410
92
$228K 0.14%
2,620
93
$228K 0.14%
3,530
94
$212K 0.13%
3,675
95
$211K 0.13%
+1,530
1 2 3
4