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
$426M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$371K
3
+$296K
4
CLX icon
Clorox
CLX
+$224K
5
MDT icon
Medtronic
MDT
+$223K

Top Sells

1
+$3.89M
2
+$2.78M
3
+$477K
4
CVS icon
CVS Health
CVS
+$374K
5
IBB icon
iShares Biotechnology ETF
IBB
+$245K

Sector Composition

1 Technology 14.21%
2 Healthcare 12.6%
3 Consumer Staples 11.87%
4 Industrials 10.22%
5 Financials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.7M 4.4%
32,465
-10
2
$18.1M 4.25%
42,088
-564
3
$13.4M 3.15%
57,501
-498
4
$11M 2.59%
136,751
-617
5
$10.7M 2.5%
183,185
+1,375
6
$10.6M 2.49%
21,497
-10
7
$10.3M 2.42%
52,238
-175
8
$9.13M 2.15%
19,843
-7
9
$8.87M 2.08%
65,706
+1,230
10
$8.73M 2.05%
74,677
+670
11
$8.72M 2.05%
52,598
+646
12
$7.93M 1.86%
107,372
+1,815
13
$7.92M 1.86%
148,747
+2,165
14
$7.83M 1.84%
37,132
+12
15
$7.78M 1.83%
40,778
-357
16
$7.7M 1.81%
215,700
+3,840
17
$7.65M 1.8%
25,129
+190
18
$7.65M 1.8%
16,042
-415
19
$7.63M 1.79%
44,057
+222
20
$7.11M 1.67%
62,390
+465
21
$7.08M 1.66%
62,330
+1,566
22
$6.7M 1.57%
93,276
+115
23
$6.57M 1.54%
18,590
+188
24
$6.56M 1.54%
63,231
+305
25
$6.53M 1.53%
35,053
+606
1
2 3 4 5