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
$256M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$953K
2 +$793K
3 +$337K
4
ADP icon
Automatic Data Processing
ADP
+$271K
5
VFC icon
VF Corp
VFC
+$219K

Top Sells

1 +$464K
2 +$385K
3 +$385K
4
TSCO icon
Tractor Supply
TSCO
+$286K
5
ACN icon
Accenture
ACN
+$285K

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