BRM

Boston Research & Management Portfolio holdings

AUM $421M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.16M
3
+$715K
4
ADBE icon
Adobe
ADBE
+$284K
5
AMZN icon
Amazon
AMZN
+$218K

Top Sells

1
+$228K
2
+$222K
3
+$220K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$214K
5
JPM icon
JPMorgan Chase
JPM
+$165K

Sector Composition

1 Technology 15.26%
2 Healthcare 11.25%
3 Financials 10.68%
4 Consumer Staples 10.68%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.8M 0.84%
40,173
+621
52
$3.75M 0.83%
44,936
+2,291
53
$3.63M 0.8%
49,894
+31
54
$3.57M 0.79%
8,805
55
$3.33M 0.73%
51,027
+792
56
$3.19M 0.7%
4,188
57
$2.76M 0.61%
9,814
-85
58
$2.66M 0.59%
+3,402
59
$2.58M 0.57%
31,776
-7
60
$2.54M 0.56%
9,993
61
$2.34M 0.52%
9,615
-6
62
$1.78M 0.39%
9,613
-48
63
$1.73M 0.38%
10,446
-366
64
$1.69M 0.37%
3,542
65
$1.61M 0.35%
4,354
66
$1.58M 0.35%
10,978
-487
67
$1.32M 0.29%
8,520
68
$1.21M 0.27%
20,216
69
$1.21M 0.27%
16,981
-1,088
70
$1.18M 0.26%
+17,011
71
$1.12M 0.25%
2,412
72
$957K 0.21%
7,555
73
$919K 0.2%
3,260
+47
74
$765K 0.17%
14,126
75
$713K 0.16%
2,373
1 2
3
4 5