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
$185M
AUM Growth
+$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$203K
2
+$106K
3
+$88.9K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$84.4K
5
VZ icon
Verizon
VZ
+$75.9K

Top Sells

1
+$1.88M
2
+$210K
3
+$184K
4
AAPL icon
Apple
AAPL
+$143K
5
CMCSA icon
Comcast
CMCSA
+$114K

Sector Composition

1 Industrials 16.29%
2 Technology 12.65%
3 Financials 12.53%
4 Healthcare 11.35%
5 Consumer Staples 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.47M 2.96%
79,342
-1,210
2
$4.47M 2.42%
25,661
-120
3
$4.4M 2.38%
140,516
-10
4
$4.25M 2.3%
118,128
-3,960
5
$4.09M 2.21%
33,662
-460
6
$4.08M 2.21%
26,617
-415
7
$4M 2.17%
34,681
-520
8
$3.94M 2.13%
27,928
-280
9
$3.91M 2.12%
115,993
-770
10
$3.84M 2.08%
22,687
-165
11
$3.83M 2.07%
52,879
-70
12
$3.74M 2.02%
83,427
-400
13
$3.72M 2.01%
74,378
+498
14
$3.69M 2%
45,687
+554
15
$3.67M 1.99%
52,395
+1,204
16
$3.63M 1.96%
143,796
-480
17
$3.58M 1.94%
27,058
+163
18
$3.48M 1.89%
28,181
+40
19
$3.48M 1.88%
26,903
+457
20
$3.48M 1.88%
62,802
-180
21
$3.48M 1.88%
46,890
-30
22
$3.43M 1.85%
27,737
-1,490
23
$3.42M 1.85%
44,498
-715
24
$3.32M 1.79%
37,385
+35
25
$3.27M 1.77%
83,906
-2,930
1
2 3 4