BRM

Boston Research & Management Portfolio holdings

AUM $434M
1-Year Est. Return 15.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$2.52M
3
+$216K
4
GPC icon
Genuine Parts
GPC
+$209K
5
AA icon
Alcoa
AA
+$206K

Top Sells

1
+$2.19M
2
+$1.08M
3
+$681K
4
DE icon
Deere & Co
DE
+$664K
5
OIH icon
VanEck Oil Services ETF
OIH
+$480K

Sector Composition

1 Industrials 16.25%
2 Technology 12.39%
3 Financials 11.15%
4 Healthcare 10.75%
5 Consumer Staples 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-38,308
1 2 3 4
5