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
$240M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$687K
3
+$585K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$474K
5
LIN icon
Linde
LIN
+$371K

Top Sells

1
+$382K
2
+$242K
3
+$241K
4
FAST icon
Fastenal
FAST
+$239K
5
INTC icon
Intel
INTC
+$200K

Sector Composition

1 Technology 14.55%
2 Industrials 12.87%
3 Healthcare 12.11%
4 Consumer Staples 11.61%
5 Financials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$566K 0.24%
4,203
77
$546K 0.23%
8,190
78
$510K 0.21%
8,640
79
$462K 0.19%
4,638
80
$444K 0.19%
3,282
81
$417K 0.17%
3,700
82
$406K 0.17%
8,530
83
$394K 0.16%
3,185
84
$383K 0.16%
2,670
85
$371K 0.15%
3,580
86
$349K 0.15%
5,100
87
$347K 0.14%
3,189
+34
88
$319K 0.13%
2,726
89
$317K 0.13%
18,900
90
$287K 0.12%
5,945
91
$284K 0.12%
2,644
92
$271K 0.11%
3,313
93
$267K 0.11%
2,390
94
$266K 0.11%
+1,705
95
$246K 0.1%
2,620
96
$243K 0.1%
4,710
97
$224K 0.09%
1,180
98
$222K 0.09%
+1,800
99
$220K 0.09%
1,375
100
$218K 0.09%
+2,060
1 2 3
4
5