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
$294M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$730K
2 +$575K
3 +$565K
4
AMZN icon
Amazon
AMZN
+$399K
5
DIS icon
Walt Disney
DIS
+$391K

Top Sells

1 +$649K
2 +$383K
3 +$209K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$208K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$206K

Sector Composition

1 Healthcare 15.03%
2 Technology 12.65%
3 Industrials 11.7%
4 Consumer Staples 11.3%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.36M 0.81%
29,775
+265
52
$2.22M 0.76%
12,380
-22
53
$2.2M 0.75%
46,440
+11,915
54
$2.15M 0.73%
22,120
55
$2.1M 0.71%
47,800
-1,295
56
$2.01M 0.68%
28,129
+3,587
57
$1.98M 0.68%
11,611
+419
58
$1.95M 0.67%
16,701
+585
59
$1.8M 0.61%
12,761
+280
60
$1.73M 0.59%
42,931
-1,360
61
$1.7M 0.58%
53,838
62
$1.6M 0.54%
9,773
63
$1.56M 0.53%
31,363
-7,675
64
$1.45M 0.49%
4,473
65
$1.3M 0.44%
9,063
66
$1.13M 0.39%
11,780
67
$1.04M 0.36%
23,832
68
$968K 0.33%
71,747
-48,075
69
$933K 0.32%
21,034
+365
70
$881K 0.3%
4,354
71
$861K 0.29%
7,675
72
$798K 0.27%
21,965
+8,022
73
$640K 0.22%
20,211
+3,254
74
$623K 0.21%
10,211
75
$581K 0.2%
3,542