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
$267M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$347K
3
+$323K
4
UNH icon
UnitedHealth
UNH
+$240K
5
YUMC icon
Yum China
YUMC
+$207K

Top Sells

1
+$626K
2
+$569K
3
+$449K
4
MA icon
Mastercard
MA
+$367K
5
MSFT icon
Microsoft
MSFT
+$358K

Sector Composition

1 Technology 15.15%
2 Healthcare 12.71%
3 Industrials 12.25%
4 Consumer Staples 11.89%
5 Financials 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.51M 1.69%
31,220
+330
27
$4.41M 1.65%
236,045
+1,625
28
$4.4M 1.65%
50,659
-6
29
$4.39M 1.65%
163,820
-2,850
30
$4.29M 1.61%
69,956
+60
31
$4.26M 1.6%
61,093
+1,400
32
$4.23M 1.59%
36,120
+674
33
$4.06M 1.52%
62,421
-3,415
34
$4.05M 1.52%
27,862
+222
35
$4.02M 1.51%
58,440
+1,504
36
$4M 1.5%
61,342
+5,323
37
$3.96M 1.49%
66,845
-150
38
$3.95M 1.48%
26,752
-3,855
39
$3.89M 1.46%
77,337
+596
40
$3.84M 1.44%
47,447
+458
41
$3.75M 1.41%
48,028
-3,233
42
$3.75M 1.41%
17,640
-335
43
$3.66M 1.37%
22,090
44
$2.57M 0.96%
15,521
-564
45
$2.3M 0.86%
7,152
46
$2.12M 0.8%
24,161
-95
47
$2.1M 0.79%
9,595
-180
48
$2.02M 0.76%
12,380
49
$1.97M 0.74%
14,145
-578
50
$1.74M 0.65%
59,860
+490
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2
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