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
$353M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$431K
3
+$229K
4
NVDA icon
NVIDIA
NVDA
+$228K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$223K

Top Sells

1
+$613K
2
+$524K
3
+$236K
4
AAPL icon
Apple
AAPL
+$103K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$91.8K

Sector Composition

1 Technology 14.43%
2 Healthcare 13.36%
3 Consumer Staples 11.59%
4 Industrials 10.86%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.04M 1.43%
41,444
-180
27
$5M 1.42%
120,356
+251
28
$4.92M 1.39%
45,832
+650
29
$4.84M 1.37%
98,125
-735
30
$4.74M 1.34%
61,506
+70
31
$4.74M 1.34%
10,289
+53
32
$4.71M 1.33%
49,498
-10
33
$4.67M 1.32%
53,000
+540
34
$4.66M 1.32%
62,815
+1,989
35
$4.64M 1.31%
77,070
-275
36
$4.47M 1.27%
34,296
+725
37
$4.42M 1.25%
63,938
+2,106
38
$4.37M 1.24%
64,750
-300
39
$4.33M 1.23%
8,300
+117
40
$4.16M 1.18%
56,035
+47,845
41
$4.01M 1.14%
90,161
+1,821
42
$3.99M 1.13%
119,288
+540
43
$3.94M 1.12%
21,058
+35
44
$3.75M 1.06%
46,241
+635
45
$3.65M 1.03%
98,176
+4,915
46
$3.58M 1.01%
39,860
+1,347
47
$3.53M 1%
39,530
+1,979
48
$3.21M 0.91%
7,230
-5
49
$3.08M 0.87%
30,216
-34
50
$3M 0.85%
29,001
+882
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