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
$338M
AUM Growth
-$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1 +$639K
2 +$373K
3 +$297K
4
VZ icon
Verizon
VZ
+$272K
5
ODFL icon
Old Dominion Freight Line
ODFL
+$200K

Top Sells

1 +$625K
2 +$474K
3 +$218K
4
AAPL icon
Apple
AAPL
+$119K
5
WMT icon
Walmart
WMT
+$84.3K

Sector Composition

1 Technology 14.23%
2 Healthcare 13.58%
3 Consumer Staples 11.22%
4 Industrials 10.28%
5 Consumer Discretionary 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$249K 0.07%
1,300
102
$240K 0.07%
4,320
103
$237K 0.07%
710
104
$234K 0.07%
5,400
105
$228K 0.07%
8,880
106
$217K 0.06%
2,880
107
$216K 0.06%
5,677
108
$215K 0.06%
811
109
$213K 0.06%
4,000
110
$210K 0.06%
1,879
111
$208K 0.06%
3,600
112
$203K 0.06%
980
113
$200K 0.06%
+980
114
$55K 0.02%
39,344
115
-1,375