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
$309M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$487K
3
+$416K
4
AMZN icon
Amazon
AMZN
+$374K
5
DIS icon
Walt Disney
DIS
+$323K

Top Sells

1
+$261K
2
+$248K
3
+$214K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$210K
5
GE icon
GE Aerospace
GE
+$209K

Sector Composition

1 Healthcare 15.27%
2 Technology 13.05%
3 Industrials 11.58%
4 Consumer Staples 11.18%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.8M 1.55%
76,273
-175
27
$4.79M 1.55%
28,741
-293
28
$4.56M 1.48%
89,918
+2,760
29
$4.36M 1.41%
10,130
30
$4.33M 1.4%
55,921
+3,040
31
$4.28M 1.38%
108,951
+2,190
32
$4.27M 1.38%
7,860
+382
33
$4.26M 1.38%
47,460
+1,205
34
$4.2M 1.36%
15,138
+105
35
$4.05M 1.31%
37,759
+80
36
$3.99M 1.29%
46,570
-145
37
$3.91M 1.27%
66,453
+2,057
38
$3.85M 1.25%
34,223
+1,280
39
$3.56M 1.15%
21,039
40
$3.5M 1.13%
37,061
+3,423
41
$3.46M 1.12%
92,598
+885
42
$3.46M 1.12%
48,345
-1,270
43
$3.45M 1.12%
17,528
+265
44
$3.27M 1.06%
78,475
+9,980
45
$3.03M 0.98%
28,505
+3,525
46
$2.97M 0.96%
46,693
-55
47
$2.85M 0.92%
31,683
-950
48
$2.84M 0.92%
42,945
+1,125
49
$2.78M 0.9%
+29,510
50
$2.7M 0.87%
7,148
1
2
3 4 5