BRM

Boston Research & Management Portfolio holdings

AUM $453M
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
-$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$413K
3
+$379K
4
XOM icon
Exxon Mobil
XOM
+$319K
5
GE icon
GE Aerospace
GE
+$284K

Top Sells

1
+$2.52M
2
+$367K
3
+$351K
4
BBH icon
VanEck Biotech ETF
BBH
+$302K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$289K

Sector Composition

1 Technology 14.47%
2 Industrials 14.39%
3 Healthcare 11.95%
4 Financials 11.2%
5 Consumer Staples 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.75%
3,078
+333
52
$1.2M 0.61%
47,280
+10,725
53
$1.2M 0.61%
9,355
-450
54
$1.15M 0.59%
42,653
-4,537
55
$1.13M 0.58%
47,080
+8,130
56
$1.09M 0.56%
9,592
57
$999K 0.51%
19,380
-1,860
58
$973K 0.5%
8,853
59
$943K 0.48%
22,120
60
$908K 0.46%
8,514
+3,555
61
$742K 0.38%
7,391
62
$729K 0.37%
4,534
63
$715K 0.36%
21,261
64
$695K 0.35%
15,612
-340
65
$651K 0.33%
8,407
66
$616K 0.31%
4,203
-523
67
$597K 0.3%
4,850
68
$594K 0.3%
14,560
69
$581K 0.3%
10,699
70
$516K 0.26%
8,620
71
$515K 0.26%
1,571
72
$501K 0.26%
7,930
73
$483K 0.25%
3,282
-50
74
$477K 0.24%
7,755
75
$435K 0.22%
9,510
1 2
3
4