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
$176M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$396K
3
+$233K
4
VZ icon
Verizon
VZ
+$83.3K
5
KO icon
Coca-Cola
KO
+$59.7K

Top Sells

1
+$1.9M
2
+$272K
3
+$232K
4
QCOM icon
Qualcomm
QCOM
+$202K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Industrials 17.49%
2 Technology 12.85%
3 Financials 12.7%
4 Healthcare 9.77%
5 Consumer Staples 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.18M 2.95%
83,312
-2,987
2
$4.33M 2.46%
143,346
-940
3
$4.24M 2.41%
116,883
-565
4
$4.03M 2.29%
44,594
+433
5
$3.96M 2.25%
26,144
+121
6
$3.88M 2.21%
26,020
+96
7
$3.84M 2.18%
28,458
8
$3.8M 2.16%
23,327
-295
9
$3.75M 2.13%
129,428
+1,120
10
$3.72M 2.12%
35,556
-200
11
$3.58M 2.03%
34,632
-353
12
$3.47M 1.97%
83,637
+1,440
13
$3.39M 1.93%
147,066
+2,265
14
$3.38M 1.93%
27,817
+340
15
$3.35M 1.9%
285,136
-40
16
$3.33M 1.89%
28,426
-280
17
$3.31M 1.89%
48,198
-526
18
$3.29M 1.87%
52,634
+610
19
$3.25M 1.85%
65,732
-2,180
20
$3.25M 1.85%
28,386
+85
21
$3.24M 1.84%
58,809
-85
22
$3.18M 1.81%
146,595
-660
23
$3.13M 1.78%
45,428
-334
24
$3.12M 1.78%
30,317
-10
25
$3.05M 1.73%
41,591
+470
1
2 3 4