BRM

Boston Research & Management Portfolio holdings

AUM $453M
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
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 +$1.18M
3 +$704K
4
ADBE icon
Adobe
ADBE
+$279K
5
AAPL icon
Apple
AAPL
+$234K

Top Sells

1 +$248K
2 +$244K
3 +$222K
4
TXN icon
Texas Instruments
TXN
+$220K
5
JPM icon
JPMorgan Chase
JPM
+$175K

Sector Composition

1 Technology 15.26%
2 Healthcare 11.25%
3 Financials 10.68%
4 Consumer Staples 10.68%
5 Industrials 10.3%