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
$136M
AUM Growth
+$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$530K
3
+$275K
4
MA icon
Mastercard
MA
+$215K
5
UNP icon
Union Pacific
UNP
+$213K

Top Sells

1
+$117K
2
+$111K
3
+$54.2K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$46.6K
5
BBH icon
VanEck Biotech ETF
BBH
+$44.5K

Sector Composition

1 Industrials 14.85%
2 Technology 12.94%
3 Healthcare 11.18%
4 Consumer Staples 10.76%
5 Financials 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 1.59%
22,908
+50
27
$2.16M 1.59%
28,895
+2,885
28
$2.14M 1.57%
51,646
-1,124
29
$2.12M 1.56%
28,325
-292
30
$2.11M 1.55%
21,631
+860
31
$2.02M 1.49%
25,411
-320
32
$2M 1.47%
30,880
+350
33
$1.96M 1.44%
28,859
-171
34
$1.93M 1.42%
26,266
-217
35
$1.92M 1.41%
54,488
+580
36
$1.9M 1.39%
36,220
+1,060
37
$1.86M 1.37%
62,955
+210
38
$1.86M 1.37%
26,400
+821
39
$1.85M 1.36%
16,358
-80
40
$1.82M 1.34%
37,293
+900
41
$1.76M 1.3%
26,244
+460
42
$1.66M 1.22%
+18,272
43
$1.66M 1.22%
62,535
+2,815
44
$1.64M 1.2%
29,720
45
$1.63M 1.2%
1,619
+41
46
$1.54M 1.13%
21,184
-416
47
$1.42M 1.04%
27,572
+169
48
$1.32M 0.97%
11,149
+200
49
$1.32M 0.97%
14,862
50
$1.17M 0.86%
30,392
+538
1
2
3 4