BRM

Boston Research & Management Portfolio holdings

AUM $453M
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
-$8.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$865K
3
+$705K
4
XYL icon
Xylem
XYL
+$660K
5
CVS icon
CVS Health
CVS
+$642K

Top Sells

1
+$2.86M
2
+$1.03M
3
+$951K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$408K
5
OIH icon
VanEck Oil Services ETF
OIH
+$294K

Sector Composition

1 Technology 13.92%
2 Healthcare 13.24%
3 Industrials 12.66%
4 Consumer Staples 11.68%
5 Financials 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,960
102
– –
-2,060
103
– –
-34,655
104
– –
-17,770
105
– –
-8,880
106
– –
-1,530
107
– –
-2,980
1 2 3 4
5