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
$267M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$347K
3
+$323K
4
UNH icon
UnitedHealth
UNH
+$240K
5
YUMC icon
Yum China
YUMC
+$207K

Top Sells

1
+$626K
2
+$569K
3
+$449K
4
MA icon
Mastercard
MA
+$367K
5
MSFT icon
Microsoft
MSFT
+$358K

Sector Composition

1 Technology 15.15%
2 Healthcare 12.71%
3 Industrials 12.25%
4 Consumer Staples 11.89%
5 Financials 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.65%
80,050
-28,945
52
$1.62M 0.61%
13,434
+150
53
$1.53M 0.57%
37,080
+7,850
54
$1.49M 0.56%
22,120
55
$1.38M 0.52%
9,475
56
$1.33M 0.5%
45,072
-443
57
$1.26M 0.47%
10,432
58
$1.19M 0.45%
8,563
-290
59
$1.07M 0.4%
16,020
-1,380
60
$1.06M 0.4%
24,023
61
$951K 0.36%
4,534
62
$864K 0.32%
14,280
63
$843K 0.32%
18,971
64
$790K 0.3%
21,261
65
$716K 0.27%
7,859
66
$700K 0.26%
8,190
67
$699K 0.26%
11,655
+6,615
68
$668K 0.25%
4,850
69
$659K 0.25%
7,755
70
$632K 0.24%
13,227
-1,950
71
$612K 0.23%
11,564
72
$610K 0.23%
11,349
-250
73
$605K 0.23%
9,430
74
$600K 0.23%
4,689
75
$595K 0.22%
8,640
1 2
3
4 5