BRM

Boston Research & Management Portfolio holdings

AUM $421M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$972K
2 +$738K
3 +$334K
4
ADP icon
Automatic Data Processing
ADP
+$273K
5
VFC icon
VF Corp
VFC
+$202K

Top Sells

1 +$446K
2 +$385K
3 +$363K
4
USB icon
US Bancorp
USB
+$290K
5
ACN icon
Accenture
ACN
+$289K

Sector Composition

1 Technology 15.15%
2 Healthcare 13.44%
3 Consumer Staples 12.78%
4 Industrials 12.78%
5 Communication Services 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$124K 0.05%
4,010
-71