BRM
Boston Research & Management Portfolio holdings
AUM
$418M
This Quarter Return
+6.82%
1 Year Return
+11.52%
3 Year Return
+47.26%
5 Year Return
+92.78%
10 Year Return
+215.92%
AUM
$161M
AUM Growth
+$161M
(+5.9%)
Cap. Flow
-$466K
Cap. Flow
% of AUM
-0.29%
Top 10 Holdings %
Top 10 Hldgs %
25.09%
Holding
101
New
3
Increased
25
Reduced
45
Closed
3
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$5.59M |
| 2 |
Comcast
CMCSA
|
$2.36M |
| 3 |
Alcoa
AA
|
$219K |
| 4 |
Boeing
BA
|
$216K |
| 5 |
Genuine Parts
GPC
|
$205K |
Top Sells
| 1 |
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
|
$2.19M |
| 2 |
iShares US Basic Materials ETF
IYM
|
$1.06M |
| 3 |
Fastenal
FAST
|
$706K |
| 4 |
Deere & Co
DE
|
$655K |
| 5 |
VanEck Oil Services ETF
OIH
|
$426K |
Sector Composition
| 1 | Industrials | 16.25% |
| 2 | Technology | 12.39% |
| 3 | Financials | 11.15% |
| 4 | Healthcare | 10.75% |
| 5 | Consumer Staples | 10.69% |