BRM
Boston Research & Management Portfolio holdings
AUM
$418M
This Quarter Return
+4.72%
1 Year Return
+11.52%
3 Year Return
+47.26%
5 Year Return
+92.78%
10 Year Return
+215.92%
AUM
$418M
AUM Growth
+$418M
(+3.9%)
Cap. Flow
+$6.79M
Cap. Flow
% of AUM
1.62%
Top 10 Holdings %
Top 10 Hldgs %
29.42%
Holding
120
New
4
Increased
37
Reduced
37
Closed
4
Top Buys
| 1 |
Fastenal
FAST
|
$4.39M |
| 2 |
Thermo Fisher Scientific
TMO
|
$664K |
| 3 |
ConocoPhillips
COP
|
$541K |
| 4 |
Merck
MRK
|
$354K |
| 5 |
GE Vernova
GEV
|
$317K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$519K |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$420K |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$364K |
| 4 |
Microsoft
MSFT
|
$279K |
| 5 |
Yum China
YUMC
|
$224K |
Sector Composition
| 1 | Technology | 15.41% |
| 2 | Consumer Staples | 11.33% |
| 3 | Healthcare | 11.05% |
| 4 | Financials | 10.56% |
| 5 | Industrials | 10.4% |
