BRM
Boston Research & Management Portfolio holdings
AUM
$418M
This Quarter Return
+8.79%
1 Year Return
+11.52%
3 Year Return
+47.26%
5 Year Return
+92.78%
10 Year Return
+215.92%
AUM
$405M
AUM Growth
+$405M
(+7.4%)
Cap. Flow
+$5.53M
Cap. Flow
% of AUM
1.37%
Top 10 Holdings %
Top 10 Hldgs %
26.99%
Holding
117
New
3
Increased
30
Reduced
39
Closed
1
Top Buys
| 1 |
Walmart
WMT
|
$5.64M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.39M |
| 3 |
Qorvo
QRVO
|
$327K |
| 4 |
Old Dominion Freight Line
ODFL
|
$214K |
| 5 |
Costco
COST
|
$212K |
Top Sells
| 1 |
Fastenal
FAST
|
$2.55M |
| 2 |
Microsoft
MSFT
|
$650K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$390K |
| 4 |
Archer Daniels Midland
ADM
|
$207K |
| 5 |
Home Depot
HD
|
$184K |
Sector Composition
| 1 | Technology | 14.03% |
| 2 | Healthcare | 13.52% |
| 3 | Consumer Staples | 11.05% |
| 4 | Industrials | 10.27% |
| 5 | Consumer Discretionary | 9.22% |
