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
$377M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$482K
3
+$403K
4
NVDA icon
NVIDIA
NVDA
+$371K
5
AAPL icon
Apple
AAPL
+$359K

Top Sells

1
+$555K
2
+$529K
3
+$522K
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$464K
5
VZ icon
Verizon
VZ
+$339K

Sector Composition

1 Technology 14.86%
2 Healthcare 13.19%
3 Consumer Staples 10.73%
4 Industrials 10.66%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.39M 0.9%
7,130
-13
52
$3.33M 0.88%
22,120
53
$3.22M 0.85%
9,285
-9
54
$3.2M 0.85%
54,185
+205
55
$2.94M 0.78%
12,380
56
$2.8M 0.74%
50,460
+255
57
$2.66M 0.71%
34,387
+6,231
58
$2.58M 0.69%
4,433
59
$2.33M 0.62%
10,939
-246
60
$2.1M 0.56%
12,721
61
$2.06M 0.55%
52,753
62
$2.04M 0.54%
15,056
-1,210
63
$1.62M 0.43%
11,475
-345
64
$1.52M 0.4%
9,711
65
$1.31M 0.35%
8,808
66
$1.3M 0.35%
4,354
67
$1.27M 0.34%
3,360
+2,650
68
$1.2M 0.32%
21,403
-715
69
$1.18M 0.31%
22,768
-8,998
70
$1.09M 0.29%
10,319
71
$1.05M 0.28%
21,999
72
$1.05M 0.28%
3,542
73
$907K 0.24%
7,615
74
$755K 0.2%
21,658
-717
75
$752K 0.2%
4,603
1 2
3
4 5