BRM

Boston Research & Management Portfolio holdings

AUM $453M
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$371K
3
+$296K
4
CLX icon
Clorox
CLX
+$224K
5
MDT icon
Medtronic
MDT
+$223K

Top Sells

1
+$3.89M
2
+$2.78M
3
+$477K
4
CVS icon
CVS Health
CVS
+$374K
5
IBB icon
iShares Biotechnology ETF
IBB
+$245K

Sector Composition

1 Technology 14.21%
2 Healthcare 12.6%
3 Consumer Staples 11.87%
4 Industrials 10.22%
5 Financials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$676K 0.16%
2,580
77
$641K 0.15%
3,090
78
$603K 0.14%
4,320
79
$600K 0.14%
4,394
80
$584K 0.14%
2,620
81
$557K 0.13%
5,100
82
$533K 0.13%
1,918
-160
83
$528K 0.12%
15,897
-67
84
$513K 0.12%
3,020
85
$511K 0.12%
8,637
+90
86
$490K 0.12%
3,700
87
$481K 0.11%
2,690
+109
88
$474K 0.11%
1,715
89
$455K 0.11%
2,413
90
$437K 0.1%
4,317
+37
91
$434K 0.1%
15,027
-1,736
92
$432K 0.1%
740
93
$431K 0.1%
3,030
-55
94
$424K 0.1%
4,710
95
$402K 0.09%
825
+42
96
$398K 0.09%
1,237
97
$390K 0.09%
4,850
98
$344K 0.08%
6,660
99
$335K 0.08%
4,000
100
$333K 0.08%
2,390
1 2 3
4
5