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
$219M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$454K
2
+$362K
3
+$217K
4
QCOM icon
Qualcomm
QCOM
+$213K
5
CLX icon
Clorox
CLX
+$206K

Top Sells

1
+$165K
2
+$149K
3
+$142K
4
HD icon
Home Depot
HD
+$114K
5
PFE icon
Pfizer
PFE
+$113K

Sector Composition

1 Technology 14.9%
2 Industrials 13.7%
3 Healthcare 12.56%
4 Financials 10.53%
5 Consumer Staples 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.09M 3.7%
70,713
-86
2
$6.19M 2.83%
127,259
-500
3
$6.04M 2.76%
107,080
-680
4
$5.71M 2.61%
25,652
-640
5
$5.11M 2.33%
108,049
+150
6
$5.01M 2.29%
57,469
+5
7
$4.83M 2.21%
16,507
+500
8
$4.48M 2.05%
56,132
+140
9
$4.46M 2.04%
25,344
+1
10
$4.45M 2.03%
142,173
+1,065
11
$4.42M 2.02%
25,986
-130
12
$4.4M 2.01%
303,392
+680
13
$4.34M 1.98%
51,046
+850
14
$4.31M 1.97%
20,148
+100
15
$4.3M 1.97%
45,489
-830
16
$4.28M 1.95%
82,610
+7,000
17
$4.26M 1.95%
58,102
+150
18
$4.21M 1.92%
54,366
-720
19
$4.14M 1.89%
42,326
+20
20
$4.11M 1.88%
24,592
+500
21
$4.01M 1.83%
35,908
+140
22
$4M 1.83%
40,636
-430
23
$3.94M 1.8%
216,650
24
$3.87M 1.77%
43,982
+111
25
$3.85M 1.76%
22,864
1
2 3 4 5