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
$336M
AUM Growth
+$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$1.26M
3
+$447K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$358K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$284K

Top Sells

1
+$224K
2
+$214K
3
+$112K
4
ACN icon
Accenture
ACN
+$112K
5
MSFT icon
Microsoft
MSFT
+$91.9K

Sector Composition

1 Technology 14.31%
2 Healthcare 13.66%
3 Industrials 11.53%
4 Consumer Staples 10.44%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.71M 0.81%
45,541
-860
52
$2.69M 0.8%
51,695
+995
53
$2.69M 0.8%
13,295
54
$2.56M 0.76%
11,712
55
$2.42M 0.72%
45,985
-245
56
$2.36M 0.7%
27,024
+4,096
57
$2.26M 0.67%
33,364
+290
58
$2.21M 0.66%
13,686
+465
59
$2.2M 0.65%
35,191
+4,551
60
$2.1M 0.63%
22,120
61
$1.9M 0.57%
14,280
62
$1.8M 0.54%
53,838
63
$1.55M 0.46%
9,573
64
$1.26M 0.38%
+16,825
65
$1.25M 0.37%
20,579
-660
66
$1.15M 0.34%
4,354
67
$1.05M 0.31%
24,402
68
$1.03M 0.31%
4,473
69
$996K 0.3%
48,836
+4,634
70
$946K 0.28%
6,452
71
$909K 0.27%
8,963
72
$889K 0.26%
10,211
73
$872K 0.26%
7,755
74
$696K 0.21%
2,581
75
$679K 0.2%
3,542
1 2
3
4 5