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
$152M
AUM Growth
-$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.12M
2 +$1.39M
3 +$1.39M
4
USB icon
US Bancorp
USB
+$1.35M
5
VZ icon
Verizon
VZ
+$1.31M

Top Sells

1 +$2.17M
2 +$559K
3 +$497K
4
AMLP icon
Alerian MLP ETF
AMLP
+$408K
5
EWC icon
iShares MSCI Canada ETF
EWC
+$366K

Sector Composition

1 Industrials 16.96%
2 Technology 12.23%
3 Financials 11.54%
4 Consumer Staples 10.93%
5 Healthcare 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,390