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
$330M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$823K
3
+$513K
4
AMZN icon
Amazon
AMZN
+$365K
5
ABT icon
Abbott
ABT
+$270K

Top Sells

1
+$2.88M
2
+$478K
3
+$237K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$235K
5
TSCO icon
Tractor Supply
TSCO
+$193K

Sector Composition

1 Technology 14.19%
2 Healthcare 13.66%
3 Industrials 12.3%
4 Consumer Staples 10.62%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.68M 0.81%
13,295
-380
52
$2.64M 0.8%
46,401
-365
53
$2.64M 0.8%
11,712
-515
54
$2.48M 0.75%
46,230
+550
55
$2.16M 0.66%
13,221
+290
56
$2.11M 0.64%
22,120
57
$2.02M 0.61%
22,928
-199
58
$2.01M 0.61%
33,074
-331
59
$1.95M 0.59%
30,640
-340
60
$1.81M 0.55%
53,838
-1,001
61
$1.79M 0.54%
14,280
62
$1.58M 0.48%
9,573
63
$1.35M 0.41%
21,239
64
$1.13M 0.34%
4,354
65
$1.07M 0.32%
6,452
-17,350
66
$1.03M 0.31%
4,473
67
$960K 0.29%
44,202
68
$955K 0.29%
24,402
69
$938K 0.28%
8,963
70
$832K 0.25%
7,755
71
$794K 0.24%
10,211
-380
72
$770K 0.23%
3,542
73
$700K 0.21%
5,001
-256
74
$636K 0.19%
8,190
75
$628K 0.19%
3,700
1 2
3
4 5