BRM

Boston Research & Management Portfolio holdings

AUM $421M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
-$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$884K
2
+$707K
3
+$698K
4
OIH icon
VanEck Oil Services ETF
OIH
+$680K
5
ABBV icon
AbbVie
ABBV
+$633K

Top Sells

1
+$2.35M
2
+$1.15M
3
+$1.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.04M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$772K

Sector Composition

1 Industrials 17.43%
2 Technology 12.09%
3 Healthcare 11.02%
4 Financials 10.78%
5 Consumer Staples 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-7,171
102
– –
-13,248
103
– –
-1,380
104
– –
-5,356
1 2 3 4
5