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
$196M
AUM Growth
-$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$413K
3
+$379K
4
XOM icon
Exxon Mobil
XOM
+$319K
5
GE icon
GE Aerospace
GE
+$284K

Top Sells

1
+$2.52M
2
+$367K
3
+$351K
4
BBH icon
VanEck Biotech ETF
BBH
+$302K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$289K

Sector Composition

1 Technology 14.47%
2 Industrials 14.39%
3 Healthcare 11.95%
4 Financials 11.2%
5 Consumer Staples 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 1.71%
56,586
+435
27
$3.28M 1.67%
32,916
-235
28
$3.28M 1.67%
49,747
+2,315
29
$3.21M 1.64%
40,026
+1,370
30
$3.2M 1.63%
61,700
-800
31
$3.02M 1.54%
28,841
+580
32
$3.02M 1.54%
38,052
+5,205
33
$2.98M 1.52%
87,165
+4,330
34
$2.95M 1.5%
57,291
+286
35
$2.82M 1.44%
146,585
+2,850
36
$2.77M 1.41%
219,700
+4,950
37
$2.65M 1.35%
36,499
+1,700
38
$2.58M 1.31%
9,791
39
$2.51M 1.28%
17,370
+225
40
$2.5M 1.27%
52,200
+3,786
41
$2.41M 1.23%
38,727
+1,982
42
$2.39M 1.22%
47,280
+2,575
43
$2.32M 1.18%
44,590
+39,253
44
$1.92M 0.98%
22,451
+221
45
$1.9M 0.97%
29,384
+4,396
46
$1.87M 0.95%
12,750
47
$1.78M 0.91%
73,150
+10,300
48
$1.76M 0.9%
14,603
-2,510
49
$1.74M 0.89%
9,775
-20
50
$1.68M 0.86%
12,380
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