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
$161M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$5.59M
2 +$2.36M
3 +$219K
4
BA icon
Boeing
BA
+$216K
5
GPC icon
Genuine Parts
GPC
+$205K

Top Sells

1 +$2.19M
2 +$1.06M
3 +$706K
4
DE icon
Deere & Co
DE
+$655K
5
OIH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-38,308