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
$199M
AUM Growth
-$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$820K
3
+$359K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$129K
5
VZ icon
Verizon
VZ
+$43.9K

Top Sells

1
+$2.96M
2
+$1.89M
3
+$1.73M
4
INTC icon
Intel
INTC
+$1.44M
5
KO icon
Coca-Cola
KO
+$735K

Sector Composition

1 Technology 15.82%
2 Healthcare 14.1%
3 Consumer Staples 13.8%
4 Industrials 10.73%
5 Communication Services 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,320
1 2 3 4
5