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
$335M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$692K
2 +$619K
3 +$608K
4
DIS icon
Walt Disney
DIS
+$563K
5
VZ icon
Verizon
VZ
+$512K

Top Sells

1 +$4.32M
2 +$894K
3 +$378K
4
TSCO icon
Tractor Supply
TSCO
+$369K
5
GD icon
General Dynamics
GD
+$211K

Sector Composition

1 Healthcare 13.97%
2 Technology 13.86%
3 Consumer Staples 11.23%
4 Industrials 11.01%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$260K 0.08%
8,880
102
$259K 0.08%
1,879
103
$236K 0.07%
+1,046
104
$229K 0.07%
2,880
105
$226K 0.07%
+5,677
106
$222K 0.07%
670
107
$218K 0.07%
+2,869
108
$217K 0.06%
+1,375
109
$204K 0.06%
+1,413
110
$98K 0.03%
+39,344
111
-854
112
-6,644