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
$130M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$344K
2
+$332K
3
+$316K
4
QCOM icon
Qualcomm
QCOM
+$219K
5
USB icon
US Bancorp
USB
+$217K

Top Sells

1
+$458K
2
+$246K
3
+$173K
4
GE icon
GE Aerospace
GE
+$166K
5
CL icon
Colgate-Palmolive
CL
+$146K

Sector Composition

1 Industrials 14.15%
2 Technology 13.24%
3 Consumer Staples 11.19%
4 Healthcare 10.81%
5 Financials 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.64M 2.8%
35,982
+1,161
2
$3.56M 2.74%
30,853
-1,004
3
$3.31M 2.54%
88,358
+154
4
$3.07M 2.36%
22,888
-1,239
5
$3.05M 2.34%
25,996
-1,474
6
$3.03M 2.33%
73,331
+1,568
7
$2.96M 2.28%
35,732
+374
8
$2.88M 2.21%
128,488
+15,330
9
$2.81M 2.16%
100,656
-3,453
10
$2.65M 2.04%
100,986
+6,828
11
$2.59M 1.99%
56,975
+864
12
$2.58M 1.99%
99,544
+12,164
13
$2.54M 1.95%
126,560
+952
14
$2.48M 1.9%
43,166
-934
15
$2.47M 1.9%
13,366
-40
16
$2.46M 1.89%
34,351
-561
17
$2.37M 1.82%
25,573
-182
18
$2.31M 1.78%
51,554
-1,971
19
$2.31M 1.77%
19,461
+88
20
$2.3M 1.77%
133,454
+6,130
21
$2.27M 1.75%
54,406
+1,685
22
$2.22M 1.71%
22,929
+1,042
23
$2.18M 1.68%
20,771
-193
24
$2.17M 1.67%
26,010
-1,290
25
$2.16M 1.66%
62,320
-3,364
1
2 3 4