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
$160M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$1.06M
3 +$933K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$755K
5
GWR
Genesee & Wyoming Inc.
GWR
+$644K

Sector Composition

1 Industrials 17.25%
2 Technology 12.95%
3 Consumer Staples 10.6%
4 Financials 10.34%
5 Healthcare 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$216K 0.14%
+1,622
102
$211K 0.13%
5,356
103
$104K 0.07%
+20,000
104
-6,450