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
$149M
AUM Growth
+$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$556K
3
+$528K
4
MOS icon
The Mosaic Company
MOS
+$442K
5
RTX icon
RTX Corp
RTX
+$390K

Top Sells

1
+$793K
2
+$557K
3
+$476K
4
NEWS
NewStar Financial, Inc.
NEWS
+$397K
5
AA icon
Alcoa
AA
+$357K

Sector Composition

1 Industrials 16.14%
2 Technology 13.07%
3 Consumer Staples 10.75%
4 Financials 10.1%
5 Healthcare 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-48,607
102
– –
-3,039
103
– –
-28,262
1 2 3 4
5