BRM

Boston Research & Management Portfolio holdings

AUM $421M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.16M
3
+$715K
4
ADBE icon
Adobe
ADBE
+$284K
5
AMZN icon
Amazon
AMZN
+$218K

Top Sells

1
+$228K
2
+$222K
3
+$220K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$214K
5
JPM icon
JPMorgan Chase
JPM
+$165K

Sector Composition

1 Technology 15.26%
2 Healthcare 11.25%
3 Financials 10.68%
4 Consumer Staples 10.68%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.34M 1.4%
56,221
+1,447
27
$6.16M 1.36%
70,577
+31
28
$5.84M 1.29%
11,692
+188
29
$5.82M 1.28%
115,357
+1,871
30
$5.81M 1.28%
77,021
+98
31
$5.67M 1.25%
67,615
+256
32
$5.66M 1.25%
68,737
+532
33
$5.63M 1.24%
45,537
-118
34
$5.42M 1.2%
47,360
+880
35
$5.32M 1.17%
10,971
+17
36
$5.16M 1.14%
77,743
+2,008
37
$5.11M 1.13%
63,926
+986
38
$5.08M 1.12%
20,975
39
$5.05M 1.11%
35,981
-469
40
$4.9M 1.08%
19,854
+798
41
$4.84M 1.07%
50,778
+281
42
$4.78M 1.05%
98,833
+794
43
$4.78M 1.05%
108,650
+689
44
$4.69M 1.04%
7,046
-49
45
$4.47M 0.99%
12,668
+792
46
$4.39M 0.97%
139,866
+2,851
47
$4.16M 0.92%
20,270
48
$4.06M 0.9%
12,380
49
$4.05M 0.89%
49,661
-600
50
$3.81M 0.84%
85,392
-2,568
1
2
3 4 5