BRM
Boston Research & Management Portfolio holdings
AUM
$418M
This Quarter Return
-2.22%
1 Year Return
+11.52%
3 Year Return
+47.26%
5 Year Return
+92.78%
10 Year Return
+215.92%
AUM
$407M
AUM Growth
+$407M
(-4.3%)
Cap. Flow
+$4.41M
Cap. Flow
% of AUM
1.08%
Top 10 Holdings %
Top 10 Hldgs %
29.62%
Holding
118
New
3
Increased
25
Reduced
40
Closed
3
Top Buys
| 1 |
Tractor Supply
TSCO
|
$7.56M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$252K |
| 3 |
Boeing
BA
|
$230K |
| 4 |
Sysco
SYY
|
$225K |
| 5 |
Yum China
YUMC
|
$208K |
Top Sells
| 1 |
Qorvo
QRVO
|
$1.82M |
| 2 |
CVS Health
CVS
|
$1.26M |
| 3 |
IBM
IBM
|
$268K |
| 4 |
Walmart
WMT
|
$257K |
| 5 |
Texas Instruments
TXN
|
$218K |
Sector Composition
| 1 | Technology | 14.2% |
| 2 | Consumer Staples | 11.87% |
| 3 | Healthcare | 11.61% |
| 4 | Financials | 10.14% |
| 5 | Industrials | 10.12% |
