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
$165M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$681K
2
+$565K
3
+$296K
4
CLX icon
Clorox
CLX
+$211K
5
ABT icon
Abbott
ABT
+$182K

Top Sells

1
+$528K
2
+$448K
3
+$248K
4
XYL icon
Xylem
XYL
+$73.2K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$72.4K

Sector Composition

1 Industrials 16.35%
2 Technology 12.09%
3 Healthcare 11.32%
4 Financials 10.96%
5 Consumer Staples 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.37M 2.65%
85,469
+70
2
$4.15M 2.52%
144,816
-220
3
$4.11M 2.49%
43,813
+87
4
$3.82M 2.32%
116,563
+1,430
5
$3.82M 2.32%
26,092
-311
6
$3.81M 2.31%
35,931
-280
7
$3.8M 2.3%
25,178
-241
8
$3.67M 2.23%
81,037
-340
9
$3.4M 2.06%
39,164
-300
10
$3.33M 2.02%
136,806
-120
11
$3.24M 1.97%
26,950
+80
12
$3.23M 1.96%
28,506
-375
13
$3.21M 1.94%
22,151
-50
14
$3.21M 1.94%
27,888
-630
15
$3.19M 1.94%
51,594
+845
16
$3.1M 1.88%
129,948
+12,400
17
$3.1M 1.88%
69,532
-1,640
18
$3.1M 1.88%
27,704
-489
19
$3.05M 1.85%
34,620
+820
20
$3.04M 1.85%
28,276
+285
21
$3M 1.82%
270,280
+4,800
22
$2.97M 1.8%
40,022
+200
23
$2.93M 1.77%
45,364
+739
24
$2.92M 1.77%
69,863
+16,286
25
$2.87M 1.74%
87,946
+1,740
1
2 3 4