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
$240M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$670K
3
+$601K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$455K
5
LIN icon
Linde
LIN
+$351K

Top Sells

1
+$384K
2
+$224K
3
+$223K
4
MA icon
Mastercard
MA
+$222K
5
INTC icon
Intel
INTC
+$189K

Sector Composition

1 Technology 14.55%
2 Industrials 12.87%
3 Healthcare 12.11%
4 Consumer Staples 11.61%
5 Financials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.75%
12,380
52
$1.51M 0.63%
61,155
+650
53
$1.31M 0.54%
9,355
54
$1.28M 0.53%
11,444
+630
55
$1.28M 0.53%
10,367
+75
56
$1.12M 0.47%
22,120
57
$1.05M 0.44%
44,357
58
$1.05M 0.44%
27,630
+2,265
59
$1.01M 0.42%
17,280
60
$953K 0.4%
23,330
61
$896K 0.37%
8,853
62
$895K 0.37%
4,534
63
$856K 0.36%
21,261
64
$787K 0.33%
18,520
65
$772K 0.32%
30,590
+10,650
66
$733K 0.31%
2,130
-159
67
$707K 0.29%
7,859
68
$690K 0.29%
14,280
69
$658K 0.27%
14,727
+5
70
$649K 0.27%
4,850
71
$621K 0.26%
11,564
72
$621K 0.26%
7,755
73
$605K 0.25%
12,079
-300
74
$599K 0.25%
1,571
75
$580K 0.24%
4,473
-27
1 2
3
4 5