BRM
Boston Research & Management Portfolio holdings
AUM
$418M
This Quarter Return
+5.44%
1 Year Return
+11.52%
3 Year Return
+47.26%
5 Year Return
+92.78%
10 Year Return
+215.92%
AUM
$145M
AUM Growth
+$145M
(+6.4%)
Cap. Flow
+$5.51M
Cap. Flow
% of AUM
3.81%
Top 10 Holdings %
Top 10 Hldgs %
22.7%
Holding
101
New
2
Increased
43
Reduced
30
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$2.58M |
| 2 |
The Mosaic Company
MOS
|
$1.65M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.56M |
| 4 |
VanEck Biotech ETF
BBH
|
$552K |
| 5 |
State Street
STT
|
$451K |
Top Sells
| 1 |
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
|
$1.93M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$314K |
| 3 |
Wells Fargo
WFC
|
$284K |
| 4 |
Amgen
AMGN
|
$207K |
| 5 |
3M
MMM
|
$179K |
Sector Composition
| 1 | Industrials | 14.79% |
| 2 | Technology | 13.37% |
| 3 | Consumer Staples | 10.59% |
| 4 | Financials | 10.11% |
| 5 | Healthcare | 9.49% |