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
$405M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$327K
2
+$214K
3
+$212K
4
CLX icon
Clorox
CLX
+$210K
5
NEE icon
NextEra Energy
NEE
+$149K

Top Sells

1
+$2.55M
2
+$650K
3
+$390K
4
ADM icon
Archer Daniels Midland
ADM
+$207K
5
HD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$865K 0.21%
21,554
-104
77
$692K 0.17%
2,580
78
$674K 0.17%
16,147
-546
79
$658K 0.16%
3,090
80
$598K 0.15%
4,320
81
$578K 0.14%
5,100
82
$545K 0.13%
16,939
-552
83
$539K 0.13%
2,620
84
$536K 0.13%
3,700
85
$518K 0.13%
2,078
86
$511K 0.13%
3,020
87
$491K 0.12%
8,827
88
$466K 0.12%
5,255
89
$465K 0.11%
16,763
90
$428K 0.11%
1,715
91
$423K 0.1%
3,023
92
$399K 0.1%
3,085
93
$387K 0.1%
2,285
-192
94
$383K 0.09%
1,936
95
$377K 0.09%
3,857
+140
96
$370K 0.09%
2,390
97
$366K 0.09%
740
98
$362K 0.09%
817
-46
99
$361K 0.09%
6,660
100
$351K 0.09%
1,237
1 2 3
4
5