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
$353M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$431K
3
+$229K
4
NVDA icon
NVIDIA
NVDA
+$228K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$223K

Top Sells

1
+$613K
2
+$524K
3
+$236K
4
AAPL icon
Apple
AAPL
+$103K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$91.8K

Sector Composition

1 Technology 14.43%
2 Healthcare 13.36%
3 Consumer Staples 11.59%
4 Industrials 10.86%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.93M 0.83%
9,425
52
$2.91M 0.82%
51,550
+1,845
53
$2.75M 0.78%
22,120
54
$2.73M 0.77%
12,380
-79
55
$2.61M 0.74%
49,870
+350
56
$2.5M 0.71%
75,528
+13,040
57
$2.24M 0.63%
11,245
-180
58
$2.08M 0.59%
4,433
59
$2.07M 0.59%
16,286
-53
60
$2.02M 0.57%
26,867
-18
61
$1.99M 0.56%
12,721
62
$1.92M 0.54%
52,753
-1,070
63
$1.72M 0.49%
33,421
-737
64
$1.62M 0.46%
9,773
65
$1.43M 0.4%
11,820
66
$1.39M 0.39%
8,808
-65
67
$1.33M 0.38%
4,354
68
$1.23M 0.35%
10,319
+112
69
$1.2M 0.34%
22,118
-16
70
$1.07M 0.3%
23,116
71
$881K 0.25%
24,041
+209
72
$871K 0.25%
3,542
73
$858K 0.24%
7,675
74
$718K 0.2%
23,223
-930
75
$709K 0.2%
17,438
+2,225
1 2
3
4 5