BRM
Boston Research & Management Portfolio holdings
AUM
$418M
This Quarter Return
+2.34%
1 Year Return
+11.52%
3 Year Return
+47.26%
5 Year Return
+92.78%
10 Year Return
+215.92%
AUM
$185M
AUM Growth
+$185M
(+0.7%)
Cap. Flow
-$2.02M
Cap. Flow
% of AUM
-1.09%
Top 10 Holdings %
Top 10 Hldgs %
22.96%
Holding
97
New
1
Increased
24
Reduced
29
Closed
2
Top Buys
| 1 |
Amgen
AMGN
|
$203K |
| 2 |
The Mosaic Company
MOS
|
$106K |
| 3 |
C.H. Robinson
CHRW
|
$88.9K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$84.4K |
| 5 |
Verizon
VZ
|
$75.9K |
Top Sells
| 1 |
Howmet Aerospace
HWM
|
$1.88M |
| 2 |
Hewlett Packard
HPE
|
$210K |
| 3 |
Deere & Co
DE
|
$184K |
| 4 |
Apple
AAPL
|
$143K |
| 5 |
Comcast
CMCSA
|
$114K |
Sector Composition
| 1 | Industrials | 16.29% |
| 2 | Technology | 12.65% |
| 3 | Financials | 12.53% |
| 4 | Healthcare | 11.35% |
| 5 | Consumer Staples | 10.21% |
