BRM

Boston Research & Management Portfolio holdings

AUM $453M
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$371K
3
+$296K
4
CLX icon
Clorox
CLX
+$224K
5
MDT icon
Medtronic
MDT
+$223K

Top Sells

1
+$3.89M
2
+$2.78M
3
+$477K
4
CVS icon
CVS Health
CVS
+$374K
5
IBB icon
iShares Biotechnology ETF
IBB
+$245K

Sector Composition

1 Technology 14.21%
2 Healthcare 12.6%
3 Consumer Staples 11.87%
4 Industrials 10.22%
5 Financials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$311K 0.07%
8,680
102
$297K 0.07%
3,600
103
$291K 0.07%
1,936
104
$289K 0.07%
772
105
$273K 0.06%
1,841
106
$265K 0.06%
980
107
$257K 0.06%
290
108
$241K 0.06%
768
109
$232K 0.05%
770
110
$224K 0.05%
+1,375
111
$218K 0.05%
1,060
112
$216K 0.05%
+800
113
$214K 0.05%
+1,770
114
$210K 0.05%
+1,880
115
$200K 0.05%
+2,082
116
– –
-20,460
117
– –
-125,754
118
– –
-66,360
119
– –
-1,300
1 2 3 4
5