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
$219M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$454K
2
+$362K
3
+$217K
4
QCOM icon
Qualcomm
QCOM
+$213K
5
CLX icon
Clorox
CLX
+$206K

Top Sells

1
+$165K
2
+$149K
3
+$142K
4
HD icon
Home Depot
HD
+$114K
5
PFE icon
Pfizer
PFE
+$113K

Sector Composition

1 Technology 14.9%
2 Industrials 13.7%
3 Healthcare 12.56%
4 Financials 10.53%
5 Consumer Staples 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$500K 0.23%
3,282
77
$482K 0.22%
4,500
78
$421K 0.19%
4,638
+170
79
$403K 0.18%
3,700
80
$390K 0.18%
5,100
81
$376K 0.17%
2,670
+90
82
$361K 0.17%
3,185
83
$343K 0.16%
2,644
+114
84
$323K 0.15%
3,580
85
$321K 0.15%
18,900
86
$312K 0.14%
5,945
+240
87
$291K 0.13%
3,313
88
$287K 0.13%
5,391
-1,472
89
$262K 0.12%
2,726
90
$261K 0.12%
6,490
+755
91
$244K 0.11%
1,180
-160
92
$244K 0.11%
2,980
93
$237K 0.11%
2,390
94
$228K 0.1%
8,880
95
$221K 0.1%
2,060
96
$217K 0.1%
+818
97
$216K 0.1%
2,620
98
$213K 0.1%
+2,960
99
$206K 0.09%
+1,375
100
$205K 0.09%
4,710
1 2 3
4
5