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
$366M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$324K
2
+$287K
3
+$256K
4
LOW icon
Lowe's Companies
LOW
+$253K
5
LMT icon
Lockheed Martin
LMT
+$237K

Top Sells

1
+$1.02M
2
+$632K
3
+$561K
4
AAPL icon
Apple
AAPL
+$469K
5
WU icon
Western Union
WU
+$243K

Sector Composition

1 Technology 15.04%
2 Healthcare 13.93%
3 Industrials 11.85%
4 Consumer Staples 10.75%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$643K 0.18%
8,190
77
$638K 0.17%
3,700
78
$636K 0.17%
2,580
79
$620K 0.17%
4,468
80
$600K 0.16%
4,496
-207
81
$574K 0.16%
10,063
82
$558K 0.15%
4,850
83
$541K 0.15%
2,960
84
$515K 0.14%
3,090
85
$474K 0.13%
5,100
86
$468K 0.13%
4,107
+5
87
$455K 0.12%
2,620
88
$447K 0.12%
1,815
89
$440K 0.12%
3,085
-100
90
$437K 0.12%
7,010
-854
91
$371K 0.1%
740
92
$361K 0.1%
7,304
+1,250
93
$344K 0.09%
18,566
-30,270
94
$335K 0.09%
2,390
95
$334K 0.09%
8,880
96
$323K 0.09%
4,710
97
$299K 0.08%
1,879
98
$287K 0.08%
+2,684
99
$280K 0.08%
4,000
100
$278K 0.08%
1,418
1 2 3
4
5