BRM

Boston Research & Management Portfolio holdings

AUM $434M
1-Year Est. Return 15.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$326K
2
+$281K
3
+$244K
4
LOW icon
Lowe's Companies
LOW
+$233K
5
LMT icon
Lockheed Martin
LMT
+$231K

Top Sells

1
+$980K
2
+$628K
3
+$566K
4
AAPL icon
Apple
AAPL
+$417K
5
WU icon
Western Union
WU
+$251K

Sector Composition

1 Technology 15.04%
2 Healthcare 13.93%
3 Industrials 11.85%
4 Consumer Staples 10.75%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$267K 0.07%
1,187
102
$261K 0.07%
1,300
103
$256K 0.07%
+729
104
$253K 0.07%
+980
105
$239K 0.07%
1,375
106
$235K 0.06%
4,008
107
$232K 0.06%
760
108
$231K 0.06%
3,600
109
$228K 0.06%
3,120
110
$220K 0.06%
+1,936
111
$215K 0.06%
4,320
112
$202K 0.06%
+2,082
113
– –
-1,060
1 2 3 4
5