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
$311M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$869K
2 +$745K
3 +$598K
4
NEE icon
NextEra Energy
NEE
+$575K
5
XOM icon
Exxon Mobil
XOM
+$569K

Top Sells

1 +$435K
2 +$343K
3 +$213K
4
TSCO icon
Tractor Supply
TSCO
+$178K
5
ACN icon
Accenture
ACN
+$155K

Sector Composition

1 Technology 14.23%
2 Healthcare 13.42%
3 Industrials 12.11%
4 Consumer Staples 10.98%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$239K 0.08%
4,000
102
$238K 0.08%
1,879
103
$234K 0.08%
+5,677
104
$224K 0.07%
1,020
105
$200K 0.06%
+1,060
106
-18,900