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
$241M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$912K
3
+$836K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$725K
5
AMZN icon
Amazon
AMZN
+$535K

Top Sells

1
+$512K
2
+$499K
3
+$474K
4
BK icon
Bank of New York Mellon
BK
+$304K
5
RTX icon
RTX Corp
RTX
+$218K

Sector Composition

1 Technology 16.05%
2 Healthcare 13.79%
3 Consumer Staples 12.7%
4 Industrials 11.64%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.7%
39,913
-707
52
$1.54M 0.64%
43,220
+20,400
53
$1.47M 0.61%
22,120
54
$1.46M 0.61%
18,324
+10,465
55
$1.36M 0.57%
9,702
+177
56
$1.35M 0.56%
35,807
-4,093
57
$1.28M 0.53%
21,376
+7,096
58
$1.11M 0.46%
15,760
-100
59
$1.06M 0.44%
22,195
+2,086
60
$1.01M 0.42%
44,202
61
$958K 0.4%
10,740
-90
62
$912K 0.38%
+2,517
63
$785K 0.33%
4,360
+6
64
$764K 0.32%
8,126
65
$734K 0.31%
4,473
66
$672K 0.28%
21,683
+422
67
$587K 0.24%
7,755
68
$583K 0.24%
10,564
-1,130
69
$565K 0.23%
12,187
-750
70
$535K 0.22%
+3,880
71
$530K 0.22%
4,595
72
$527K 0.22%
8,970
73
$451K 0.19%
2,580
-90
74
$450K 0.19%
3,185
75
$450K 0.19%
8,236
+46
1 2
3
4