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
$158M
AUM Growth
-$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$892K
2 +$712K
3 +$678K
4
OIH icon
VanEck Oil Services ETF
OIH
+$671K
5
ABBV icon
AbbVie
ABBV
+$613K

Top Sells

1 +$2.35M
2 +$1.17M
3 +$1.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.06M
5
XLE icon
Energy Select Sector SPDR Fund
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
-1,380
102
-5,356
103
-49,740
104
-7,171