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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$3.08M
3
+$2.98M
4
PEP icon
PepsiCo
PEP
+$2.9M
5
KO icon
Coca-Cola
KO
+$2.81M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 13.64%
2 Technology 12.83%
3 Consumer Staples 12.1%
4 Healthcare 10.82%
5 Financials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.17M 2.82%
+32,697
2
$3.08M 2.74%
+34,141
3
$2.98M 2.65%
+86,364
4
$2.9M 2.58%
+35,467
5
$2.81M 2.5%
+70,181
6
$2.76M 2.45%
+113,288
7
$2.63M 2.34%
+23,693
8
$2.58M 2.3%
+28,251
9
$2.33M 2.07%
+56,341
10
$2.29M 2.03%
+92,028
11
$2.28M 2.03%
+44,390
12
$2.28M 2.03%
+103,908
13
$2.26M 2.01%
+132,303
14
$2.21M 1.96%
+13,761
15
$2.19M 1.95%
+54,255
16
$2.16M 1.92%
+19,341
17
$2.15M 1.91%
+21,667
18
$2.14M 1.91%
+25,780
19
$2.09M 1.86%
+35,784
20
$2.09M 1.86%
+24,275
21
$2.03M 1.8%
+83,790
22
$1.97M 1.75%
+52,302
23
$1.97M 1.75%
+21,642
24
$1.9M 1.68%
+33,094
25
$1.87M 1.67%
+31,008
1
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