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
$287M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$1.92M
2 +$788K
3 +$770K
4
AMZN icon
Amazon
AMZN
+$719K
5
NEE icon
NextEra Energy
NEE
+$609K

Top Sells

1 +$477K
2 +$428K
3 +$293K
4
WEC icon
WEC Energy
WEC
+$201K
5
COP icon
ConocoPhillips
COP
+$194K

Sector Composition

1 Technology 14.63%
2 Healthcare 13.3%
3 Industrials 12.22%
4 Consumer Staples 11.9%
5 Communication Services 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$218K 0.08%
+8,880
102
$215K 0.07%
4,010
103
$214K 0.07%
+1,418
104
$212K 0.07%
1,020
105
-2,082