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
$330M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$823K
3
+$513K
4
AMZN icon
Amazon
AMZN
+$365K
5
ABT icon
Abbott
ABT
+$270K

Top Sells

1
+$2.88M
2
+$478K
3
+$237K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$235K
5
TSCO icon
Tractor Supply
TSCO
+$193K

Sector Composition

1 Technology 14.19%
2 Healthcare 13.66%
3 Industrials 12.3%
4 Consumer Staples 10.62%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.36M 1.62%
64,185
+571
27
$5.16M 1.57%
17,864
+14
28
$5.01M 1.52%
89,225
+3,605
29
$4.9M 1.49%
21,349
30
$4.81M 1.46%
59,178
+520
31
$4.66M 1.41%
59,954
+633
32
$4.6M 1.39%
61,405
+859
33
$4.59M 1.39%
81,957
+4,585
34
$4.39M 1.33%
46,922
+690
35
$4.34M 1.32%
80,286
-960
36
$3.84M 1.16%
24,688
+210
37
$3.74M 1.13%
37,894
+1,020
38
$3.63M 1.1%
45,430
+285
39
$3.59M 1.09%
70,038
-20
40
$3.52M 1.07%
15,759
+100
41
$3.38M 1.03%
+8,945
42
$3.3M 1%
45,061
+7,005
43
$3.17M 0.96%
137,843
+615
44
$3.14M 0.95%
6,218
+1,631
45
$3.08M 0.93%
7,186
46
$3.02M 0.92%
47,920
-232
47
$2.98M 0.9%
9,350
-85
48
$2.89M 0.88%
16,820
+2,120
49
$2.76M 0.84%
12,380
50
$2.73M 0.83%
50,700
+2,445
1
2
3 4 5