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
$338M
AUM Growth
-$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$639K
2
+$373K
3
+$297K
4
VZ icon
Verizon
VZ
+$272K
5
ODFL icon
Old Dominion Freight Line
ODFL
+$200K

Top Sells

1
+$625K
2
+$474K
3
+$218K
4
AAPL icon
Apple
AAPL
+$119K
5
WMT icon
Walmart
WMT
+$84.3K

Sector Composition

1 Technology 14.23%
2 Healthcare 13.58%
3 Consumer Staples 11.22%
4 Industrials 10.28%
5 Consumer Discretionary 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$645K 0.19%
4,603
77
$639K 0.19%
+22,375
78
$594K 0.18%
2,580
79
$539K 0.16%
4,320
80
$515K 0.15%
2,344
81
$498K 0.15%
2,620
82
$492K 0.15%
5,100
83
$480K 0.14%
3,700
84
$471K 0.14%
3,090
85
$435K 0.13%
8,824
+5
86
$412K 0.12%
1,715
-100
87
$411K 0.12%
5,255
+48
88
$406K 0.12%
7,010
89
$374K 0.11%
3,984
+67
90
$373K 0.11%
740
91
$372K 0.11%
3,085
92
$345K 0.1%
2,390
93
$335K 0.1%
3,020
94
$332K 0.1%
1,237
95
$306K 0.09%
856
-129
96
$304K 0.09%
4,710
97
$302K 0.09%
1,936
98
$288K 0.09%
4,850
99
$275K 0.08%
1,945
+148
100
$266K 0.08%
3,023
1 2 3
4
5