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
$145M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$552K
3
+$451K
4
OMC icon
Omnicom Group
OMC
+$273K
5
MA icon
Mastercard
MA
+$271K

Top Sells

1
+$1.93M
2
+$314K
3
+$284K
4
AMGN icon
Amgen
AMGN
+$207K
5
MMM icon
3M
MMM
+$179K

Sector Composition

1 Industrials 14.79%
2 Technology 13.37%
3 Consumer Staples 10.59%
4 Financials 10.11%
5 Healthcare 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.63M 2.51%
36,086
-108
2
$3.62M 2.5%
30,503
3
$3.54M 2.44%
84,831
-3,487
4
$3.3M 2.28%
132,958
+830
5
$3.3M 2.28%
106,833
+5,986
6
$3.24M 2.24%
36,321
+56
7
$3.16M 2.18%
74,627
+1,320
8
$3.07M 2.12%
24,344
+703
9
$3.01M 2.08%
129,568
-212
10
$2.96M 2.04%
102,160
+5,519
11
$2.92M 2.02%
81,735
-2,266
12
$2.9M 2.01%
24,244
-1,495
13
$2.77M 1.92%
43,466
-830
14
$2.73M 1.89%
109,032
+4,446
15
$2.71M 1.87%
51,509
-5,400
16
$2.7M 1.87%
62,471
+2,975
17
$2.48M 1.72%
34,194
+143
18
$2.47M 1.71%
19,501
-520
19
$2.46M 1.7%
55,044
+1,440
20
$2.41M 1.67%
26,403
-880
21
$2.41M 1.67%
27,425
+204
22
$2.41M 1.66%
138,795
+1,670
23
$2.4M 1.66%
23,820
+431
24
$2.39M 1.65%
32,585
+3,690
25
$2.33M 1.61%
36,542
+322
1
2 3 4 5