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
$311M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$869K
2
+$745K
3
+$598K
4
NEE icon
NextEra Energy
NEE
+$575K
5
XOM icon
Exxon Mobil
XOM
+$569K

Top Sells

1
+$435K
2
+$343K
3
+$213K
4
TSCO icon
Tractor Supply
TSCO
+$178K
5
ACN icon
Accenture
ACN
+$155K

Sector Composition

1 Technology 14.23%
2 Healthcare 13.42%
3 Industrials 12.11%
4 Consumer Staples 10.98%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$571K 0.18%
2,580
77
$555K 0.18%
3,700
78
$545K 0.18%
8,640
-360
79
$537K 0.17%
2,694
80
$491K 0.16%
4,850
81
$483K 0.16%
4,468
82
$460K 0.15%
5,100
83
$442K 0.14%
3,185
84
$433K 0.14%
3,810
+213
85
$398K 0.13%
3,090
86
$392K 0.13%
2,960
87
$366K 0.12%
1,945
88
$331K 0.11%
1,300
89
$319K 0.1%
2,620
90
$315K 0.1%
6,054
91
$295K 0.1%
1,187
+7
92
$292K 0.09%
4,710
93
$281K 0.09%
8,880
94
$276K 0.09%
2,390
95
$275K 0.09%
740
96
$265K 0.09%
1,375
97
$262K 0.08%
4,010
98
$255K 0.08%
4,320
99
$249K 0.08%
3,120
100
$243K 0.08%
1,418
1 2 3
4
5