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
$403M
AUM Growth
-$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$1.44M
3
+$327K
4
AFL icon
Aflac
AFL
+$209K
5
WEC icon
WEC Energy
WEC
+$207K

Top Sells

1
+$1.52M
2
+$1.03M
3
+$877K
4
ABT icon
Abbott
ABT
+$405K
5
JPM icon
JPMorgan Chase
JPM
+$314K

Sector Composition

1 Technology 14.02%
2 Consumer Staples 11.95%
3 Healthcare 11.84%
4 Financials 10.61%
5 Industrials 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$645K 0.16%
4,394
77
$639K 0.16%
2,580
78
$639K 0.16%
2,620
79
$559K 0.14%
5,100
80
$523K 0.13%
1,715
81
$489K 0.12%
8,509
+60
82
$482K 0.12%
2,413
83
$481K 0.12%
15,665
-17
84
$475K 0.12%
2,745
+48
85
$463K 0.12%
3,020
86
$433K 0.11%
4,710
87
$432K 0.11%
4,368
+41
88
$430K 0.11%
3,030
89
$406K 0.1%
6,660
90
$404K 0.1%
3,700
91
$393K 0.1%
1,918
92
$387K 0.1%
740
93
$385K 0.1%
1,237
94
$380K 0.09%
15,027
95
$368K 0.09%
785
-31
96
$327K 0.08%
+1,265
97
$325K 0.08%
4,850
98
$284K 0.07%
2,390
99
$278K 0.07%
4,000
100
$274K 0.07%
290
1 2 3
4
5