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

Top Buys

1 +$2.07M
2 +$533K
3 +$507K
4
MOS icon
The Mosaic Company
MOS
+$418K
5
RTX icon
RTX Corp
RTX
+$377K

Top Sells

1 +$755K
2 +$563K
3 +$445K
4
NEWS
NewStar Financial, Inc.
NEWS
+$397K
5
AA icon
Alcoa
AA
+$352K

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