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
$323M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$378K
3
+$255K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$221K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$213K

Top Sells

1
+$1.15M
2
+$968K
3
+$806K
4
AMZN icon
Amazon
AMZN
+$434K
5
COP icon
ConocoPhillips
COP
+$374K

Sector Composition

1 Healthcare 15.08%
2 Technology 12.11%
3 Industrials 12.04%
4 Consumer Staples 11.41%
5 Consumer Discretionary 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.51M 0.78%
51,805
+4,005
52
$2.5M 0.77%
22,120
53
$2.39M 0.74%
42,610
-3,830
54
$2.37M 0.73%
12,380
55
$2.26M 0.7%
26,871
-5,166
56
$2.15M 0.67%
16,396
-305
57
$2.12M 0.66%
11,550
-61
58
$2.09M 0.65%
28,449
+320
59
$2.04M 0.63%
12,761
60
$1.99M 0.62%
45,626
+2,695
61
$1.86M 0.58%
53,838
62
$1.73M 0.54%
9,795
+22
63
$1.64M 0.51%
32,363
+1,000
64
$1.62M 0.5%
4,433
-40
65
$1.61M 0.5%
8,983
-80
66
$1.22M 0.38%
23,905
+73
67
$1.11M 0.34%
22,134
+1,100
68
$1.06M 0.33%
4,354
69
$1.05M 0.32%
11,820
+40
70
$888K 0.27%
21,165
-800
71
$886K 0.27%
7,675
72
$848K 0.26%
3,542
73
$840K 0.26%
10,278
+67
74
$715K 0.22%
23,446
+3,235
75
$633K 0.2%
4,496
1 2
3
4 5