BRM

Boston Research & Management Portfolio holdings

AUM $453M
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$403M
AUM Growth
-$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$1.44M
3
+$327K
4
AFL icon
Aflac
AFL
+$209K
5
WEC icon
WEC Energy
WEC
+$207K

Top Sells

1
+$1.52M
2
+$1.03M
3
+$877K
4
ABT icon
Abbott
ABT
+$405K
5
JPM icon
JPMorgan Chase
JPM
+$314K

Sector Composition

1 Technology 14.02%
2 Consumer Staples 11.95%
3 Healthcare 11.84%
4 Financials 10.61%
5 Industrials 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.1M 4.25%
30,459
-1,839
2
$15.8M 3.91%
41,961
+89
3
$12.6M 3.12%
56,546
-519
4
$11.5M 2.86%
131,354
-2,548
5
$11.4M 2.83%
20,817
-520
6
$10.7M 2.65%
50,858
-1,278
7
$10.1M 2.52%
19,041
-575
8
$9.64M 2.39%
174,970
-4,130
9
$9M 2.24%
145,883
-2,280
10
$8.74M 2.17%
35,630
-1,280
11
$8.27M 2.05%
213,354
-1,956
12
$8.04M 2%
51,979
-151
13
$7.87M 1.95%
59,316
-3,050
14
$7.74M 1.92%
64,817
-345
15
$7.72M 1.92%
73,844
+79
16
$7.71M 1.91%
24,684
-362
17
$7.51M 1.86%
44,072
-437
18
$7.42M 1.84%
88,537
-3,073
19
$7.35M 1.83%
15,792
-223
20
$6.57M 1.63%
109,806
+2,419
21
$6.55M 1.63%
34,439
-525
22
$6.35M 1.58%
53,412
+708
23
$6.22M 1.54%
18,461
-330
24
$5.9M 1.47%
62,981
-790
25
$5.79M 1.44%
18,555
+16
1
2 3 4 5