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
$219M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$454K
2 +$362K
3 +$217K
4
QCOM icon
Qualcomm
QCOM
+$213K
5
CLX icon
Clorox
CLX
+$206K

Top Sells

1 +$165K
2 +$149K
3 +$142K
4
HD icon
Home Depot
HD
+$114K
5
PFE icon
Pfizer
PFE
+$113K

Sector Composition

1 Technology 14.9%
2 Industrials 13.7%
3 Healthcare 12.56%
4 Financials 10.53%
5 Consumer Staples 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$204K 0.09%
+1,530