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
$253M
AUM Growth
+$5.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$676K
2 +$298K
3 +$226K
4
WEC icon
WEC Energy
WEC
+$226K
5
MOS icon
The Mosaic Company
MOS
+$224K

Top Sells

1 +$2.04M
2 +$760K
3 +$652K
4
MA icon
Mastercard
MA
+$276K
5
ABT icon
Abbott
ABT
+$76.5K

Sector Composition

1 Technology 14.62%
2 Industrials 12.86%
3 Consumer Staples 12.57%
4 Healthcare 12.27%
5 Financials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,202
102
-36,391