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
$405M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$327K
2
+$214K
3
+$212K
4
CLX icon
Clorox
CLX
+$210K
5
NEE icon
NextEra Energy
NEE
+$149K

Top Sells

1
+$2.55M
2
+$650K
3
+$390K
4
ADM icon
Archer Daniels Midland
ADM
+$207K
5
HD icon
Home Depot
HD
+$184K

Sector Composition

1 Technology 14.03%
2 Healthcare 13.52%
3 Consumer Staples 11.05%
4 Industrials 10.27%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$337K 0.08%
4,710
102
$316K 0.08%
4,850
103
$315K 0.08%
4,000
104
$269K 0.07%
3,600
105
$267K 0.07%
1,841
106
$262K 0.06%
8,680
107
$260K 0.06%
772
-39
108
$250K 0.06%
1,300
109
$249K 0.06%
980
110
$221K 0.05%
768
111
$217K 0.05%
770
-70
112
$217K 0.05%
3,500
113
$214K 0.05%
+980
114
$212K 0.05%
+290
115
$210K 0.05%
+1,375
116
– –
-2,880
1 2 3 4
5