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
$241M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$912K
3
+$836K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$725K
5
AMZN icon
Amazon
AMZN
+$535K

Top Sells

1
+$512K
2
+$499K
3
+$474K
4
BK icon
Bank of New York Mellon
BK
+$304K
5
RTX icon
RTX Corp
RTX
+$218K

Sector Composition

1 Technology 16.05%
2 Healthcare 13.79%
3 Consumer Staples 12.7%
4 Industrials 11.64%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.96M 1.65%
71,842
+1,069
27
$3.85M 1.6%
52,215
+1,355
28
$3.85M 1.6%
26,991
-8
29
$3.83M 1.59%
18,081
+841
30
$3.73M 1.55%
47,166
+835
31
$3.57M 1.48%
20,014
-908
32
$3.47M 1.44%
77,713
+7,525
33
$3.45M 1.43%
30,969
+22
34
$3.28M 1.36%
25,149
+476
35
$3.21M 1.33%
56,204
+6,671
36
$3.07M 1.28%
21,465
-77
37
$2.77M 1.15%
128,032
+2,791
38
$2.48M 1.03%
64,222
-7,866
39
$2.38M 0.99%
9,495
40
$2.31M 0.96%
14,204
-239
41
$2.29M 0.95%
51,338
+8,740
42
$2.21M 0.92%
7,152
43
$2.18M 0.91%
+15,765
44
$2.14M 0.89%
39,242
-164
45
$2.11M 0.88%
57,273
+3,536
46
$2M 0.83%
24,524
+23
47
$1.99M 0.83%
58,514
-546
48
$1.95M 0.81%
13,384
+1,017
49
$1.94M 0.8%
12,380
50
$1.8M 0.75%
13,196
+187
1
2
3 4