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
$196M
AUM Growth
-$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$413K
3
+$379K
4
XOM icon
Exxon Mobil
XOM
+$319K
5
GE icon
GE Aerospace
GE
+$284K

Top Sells

1
+$2.52M
2
+$367K
3
+$351K
4
BBH icon
VanEck Biotech ETF
BBH
+$302K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$289K

Sector Composition

1 Technology 14.47%
2 Industrials 14.39%
3 Healthcare 11.95%
4 Financials 11.2%
5 Consumer Staples 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$415K 0.21%
3,775
77
$412K 0.21%
3,700
78
$404K 0.21%
2,580
79
$394K 0.2%
5,780
80
$380K 0.19%
4,468
81
$372K 0.19%
4,815
82
$328K 0.17%
7,005
-400
83
$325K 0.17%
2,530
84
$319K 0.16%
18,900
85
$301K 0.15%
3,580
86
$298K 0.15%
5,705
-48,324
87
$256K 0.13%
3,675
88
$243K 0.12%
5,450
+700
89
$236K 0.12%
2,726
90
$228K 0.12%
3,286
91
$216K 0.11%
2,620
92
$214K 0.11%
2,390
93
$214K 0.11%
2,060
94
$212K 0.11%
1,595
95
$201K 0.1%
1,180
96
– –
-2,980
97
– –
-2,620
1 2 3
4