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
$366M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$324K
2
+$287K
3
+$256K
4
LOW icon
Lowe's Companies
LOW
+$253K
5
LMT icon
Lockheed Martin
LMT
+$237K

Top Sells

1
+$1.02M
2
+$632K
3
+$561K
4
AAPL icon
Apple
AAPL
+$469K
5
WU icon
Western Union
WU
+$243K

Sector Composition

1 Technology 15.04%
2 Healthcare 13.93%
3 Industrials 11.85%
4 Consumer Staples 10.75%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.9M 4.9%
53,345
-3,023
2
$14.4M 3.94%
30,265
+171
3
$10.8M 2.95%
60,823
-2,640
4
$9.81M 2.68%
205,580
-4,775
5
$9.61M 2.62%
299,900
-3,290
6
$9.06M 2.47%
21,856
-277
7
$8.82M 2.41%
139,228
-585
8
$8.34M 2.28%
59,251
-115
9
$8.22M 2.24%
71,794
+1
10
$7.94M 2.17%
58,663
-195
11
$7.83M 2.14%
21,792
+197
12
$7.64M 2.09%
52,780
-4,360
13
$7.54M 2.06%
62,897
+255
14
$7.46M 2.04%
45,621
+10
15
$7.22M 1.97%
33,678
-80
16
$7.01M 1.92%
104,119
+240
17
$6.85M 1.87%
142,119
+495
18
$6.82M 1.86%
25,262
-123
19
$6.72M 1.83%
25,064
-17
20
$6.69M 1.83%
64,851
-184
21
$6.59M 1.8%
37,948
22
$6.07M 1.66%
20,285
-35
23
$6.06M 1.66%
17,500
-214
24
$5.77M 1.58%
96,462
+85
25
$5.34M 1.46%
49,587
-20
1
2 3 4 5