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
$309M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$487K
3
+$416K
4
AMZN icon
Amazon
AMZN
+$374K
5
DIS icon
Walt Disney
DIS
+$323K

Top Sells

1
+$261K
2
+$248K
3
+$214K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$210K
5
GE icon
GE Aerospace
GE
+$209K

Sector Composition

1 Healthcare 15.27%
2 Technology 13.05%
3 Industrials 11.58%
4 Consumer Staples 11.18%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.6M 0.84%
9,500
-50
52
$2.34M 0.76%
12,402
+22
53
$2.22M 0.72%
49,095
+1,120
54
$2.1M 0.68%
39,038
+1,242
55
$2.06M 0.67%
22,120
56
$2.04M 0.66%
44,291
57
$1.97M 0.64%
119,822
-5,992
58
$1.97M 0.64%
11,192
59
$1.9M 0.61%
16,116
+1,500
60
$1.9M 0.61%
34,525
+5,875
61
$1.85M 0.6%
53,838
62
$1.82M 0.59%
12,481
63
$1.81M 0.59%
24,542
-678
64
$1.73M 0.56%
9,773
65
$1.45M 0.47%
4,473
66
$1.31M 0.43%
9,063
67
$1.29M 0.42%
11,780
68
$1.25M 0.4%
23,832
69
$1.03M 0.33%
20,669
+90
70
$873K 0.28%
7,675
71
$866K 0.28%
4,354
72
$713K 0.23%
10,211
73
$693K 0.22%
8,190
74
$648K 0.21%
5,992
-48
75
$634K 0.21%
4,496
1 2
3
4 5