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
$247M
AUM Growth
+$7.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$504K
2 +$345K
3 +$332K
4
USB icon
US Bancorp
USB
+$297K
5
BK icon
Bank of New York Mellon
BK
+$284K

Top Sells

1 +$528K
2 +$284K
3 +$266K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$222K
5
UNH icon
UnitedHealth
UNH
+$202K

Sector Composition

1 Technology 14.46%
2 Industrials 12.58%
3 Consumer Staples 12%
4 Healthcare 11.98%
5 Financials 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-818
102
-1,705
103
-5,324
104
-2,644