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
$145M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.64M
2 +$519K
3 +$441K
4
MA icon
Mastercard
MA
+$274K
5
OMC icon
Omnicom Group
OMC
+$267K

Top Sells

1 +$1.93M
2 +$305K
3 +$271K
4
AMGN icon
Amgen
AMGN
+$207K
5
MMM icon
3M
MMM
+$175K

Sector Composition

1 Industrials 14.79%
2 Technology 13.37%
3 Consumer Staples 10.59%
4 Financials 10.11%
5 Healthcare 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-26,266