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
$118M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$246K
2
+$243K
3
+$224K
4
GAS
AGL Resources Inc
GAS
+$213K
5
DHR icon
Danaher
DHR
+$207K

Top Sells

1
+$169K
2
+$92.9K
3
+$89.5K
4
MMM icon
3M
MMM
+$78K
5
STT icon
State Street
STT
+$59.8K

Sector Composition

1 Industrials 14.03%
2 Technology 12.71%
3 Consumer Staples 11.34%
4 Healthcare 10.79%
5 Financials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.4M 2.87%
31,857
-840
2
$3M 2.53%
34,821
+680
3
$2.94M 2.48%
88,204
+1,840
4
$2.81M 2.37%
35,358
-109
5
$2.76M 2.33%
24,127
+434
6
$2.74M 2.32%
27,470
-781
7
$2.72M 2.3%
71,763
+1,582
8
$2.65M 2.24%
113,158
-130
9
$2.38M 2.01%
127,324
-4,979
10
$2.37M 2%
34,912
-872
11
$2.35M 1.98%
44,100
-290
12
$2.32M 1.96%
94,158
+2,130
13
$2.32M 1.96%
56,111
-230
14
$2.27M 1.92%
104,109
+201
15
$2.25M 1.9%
13,406
-355
16
$2.21M 1.86%
53,525
-730
17
$2.2M 1.86%
19,373
+32
18
$2.15M 1.81%
52,721
+4,970
19
$2.14M 1.81%
125,608
+2,464
20
$2.11M 1.78%
23,077
+1,435
21
$2.1M 1.78%
21,887
+220
22
$2.1M 1.78%
25,755
-25
23
$2.08M 1.76%
24,473
+198
24
$2M 1.69%
87,380
+3,590
25
$1.99M 1.68%
101,836
+7,072
1
2 3 4