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
$377M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$482K
3
+$403K
4
NVDA icon
NVIDIA
NVDA
+$371K
5
AAPL icon
Apple
AAPL
+$359K

Top Sells

1
+$555K
2
+$529K
3
+$522K
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$464K
5
VZ icon
Verizon
VZ
+$339K

Sector Composition

1 Technology 14.86%
2 Healthcare 13.19%
3 Consumer Staples 10.73%
4 Industrials 10.66%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.48M 1.46%
24,129
+1,151
27
$5.32M 1.41%
67,433
+2,410
28
$5.29M 1.4%
34,791
+360
29
$5.28M 1.4%
31,076
+1,866
30
$5.25M 1.39%
18,183
+223
31
$5.15M 1.37%
101,898
+3,306
32
$5.1M 1.35%
64,006
+2,075
33
$5.04M 1.34%
50,422
+1,416
34
$4.9M 1.3%
94,146
+3,065
35
$4.87M 1.29%
10,751
+295
36
$4.71M 1.25%
8,872
+434
37
$4.7M 1.25%
66,857
+1,607
38
$4.7M 1.25%
79,700
+2,330
39
$4.37M 1.16%
50,523
+610
40
$4.3M 1.14%
58,840
+50
41
$4.28M 1.14%
44,097
+3,022
42
$4.23M 1.12%
21,058
43
$4.14M 1.1%
68,222
+3,002
44
$4.11M 1.09%
45,487
+2,287
45
$3.94M 1.05%
47,041
+800
46
$3.88M 1.03%
47,096
-6,419
47
$3.81M 1.01%
33,850
+3,579
48
$3.72M 0.99%
85,896
+5,197
49
$3.68M 0.98%
97,576
-8,995
50
$3.46M 0.92%
29,839
+678
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