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
$294M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$730K
2 +$575K
3 +$565K
4
AMZN icon
Amazon
AMZN
+$399K
5
DIS icon
Walt Disney
DIS
+$391K

Top Sells

1 +$649K
2 +$383K
3 +$209K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$208K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$206K

Sector Composition

1 Healthcare 15.03%
2 Technology 12.65%
3 Industrials 11.7%
4 Consumer Staples 11.3%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.4M 1.5%
56,161
+240
27
$4.27M 1.46%
76,250
-23
28
$4.14M 1.41%
109,158
+19,240
29
$4.12M 1.4%
51,010
+3,550
30
$4.12M 1.4%
95,744
-4,281
31
$4.05M 1.38%
7,990
+130
32
$4.05M 1.38%
46,410
-160
33
$4M 1.36%
15,546
+408
34
$3.94M 1.34%
10,209
+79
35
$3.92M 1.34%
37,518
+3,295
36
$3.89M 1.32%
41,203
+4,142
37
$3.62M 1.23%
32,037
+3,532
38
$3.6M 1.23%
93,405
+14,930
39
$3.56M 1.21%
17,695
+167
40
$3.51M 1.2%
37,724
-35
41
$3.49M 1.19%
48,485
+140
42
$3.47M 1.18%
21,039
43
$3.44M 1.17%
117,321
+8,370
44
$3.34M 1.14%
63,477
-2,976
45
$3.17M 1.08%
30,978
-705
46
$3.16M 1.08%
50,063
+3,370
47
$3.04M 1.04%
45,130
+2,185
48
$2.62M 0.89%
9,500
49
$2.61M 0.89%
101,414
+8,816
50
$2.55M 0.87%
7,148