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
$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
-8,880
102
-1,530
103
-2,980
104
-2,960
105
-2,060
106
-34,655
107
-17,770