BRM

Boston Research & Management Portfolio holdings

AUM $434M
1-Year Est. Return 15.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$418M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$685K
2
+$543K
3
+$356K
4
DHI icon
D.R. Horton
DHI
+$298K
5
UPS icon
United Parcel Service
UPS
+$291K

Top Sells

1
+$480K
2
+$396K
3
+$357K
4
MSFT icon
Microsoft
MSFT
+$243K
5
YUMC icon
Yum China
YUMC
+$224K

Sector Composition

1 Technology 15.41%
2 Consumer Staples 11.33%
3 Healthcare 11.05%
4 Financials 10.56%
5 Industrials 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$668K 0.16%
4,394
77
$640K 0.15%
4,320
78
$637K 0.15%
2,580
79
$610K 0.15%
2,373
-40
80
$572K 0.14%
2,620
81
$561K 0.13%
3,091
+346
82
$502K 0.12%
1,630
-85
83
$480K 0.11%
3,020
84
$466K 0.11%
4,705
+337
85
$465K 0.11%
844
+59
86
$462K 0.11%
15,060
-605
87
$432K 0.1%
4,710
88
$423K 0.1%
6,886
-1,623
89
$420K 0.1%
3,700
90
$401K 0.1%
1,265
91
$390K 0.09%
3,030
92
$378K 0.09%
1,918
93
$364K 0.09%
15,027
94
$345K 0.08%
1,237
95
$332K 0.08%
3,600
96
$327K 0.08%
4,850
97
$317K 0.08%
+600
98
$308K 0.07%
6,660
99
$289K 0.07%
2,390
100
$287K 0.07%
290
1 2 3
4
5