BRM

Boston Research & Management Portfolio holdings

AUM $418M
1-Year Est. Return 11.52%
This Quarter Est. Return
1 Year Est. Return
+11.52%
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 +$1.65M
2 +$552K
3 +$451K
4
OMC icon
Omnicom Group
OMC
+$273K
5
MA icon
Mastercard
MA
+$271K

Top Sells

1 +$1.93M
2 +$314K
3 +$284K
4
AMGN icon
Amgen
AMGN
+$207K
5
MMM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-26,266