BRM
Boston Research & Management Portfolio holdings
AUM
$418M
This Quarter Return
+11.83%
1 Year Return
+11.52%
3 Year Return
+47.26%
5 Year Return
+92.78%
10 Year Return
+215.92%
AUM
$240M
AUM Growth
+$240M
(+14%)
Cap. Flow
+$6.49M
Cap. Flow
% of AUM
2.71%
Top 10 Holdings %
Top 10 Hldgs %
25.18%
Holding
105
New
5
Increased
27
Reduced
32
Closed
1
Top Buys
| 1 |
Walt Disney
DIS
|
$2.57M |
| 2 |
General Mills
GIS
|
$687K |
| 3 |
CVS Health
CVS
|
$585K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$474K |
| 5 |
Linde
LIN
|
$371K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$382K |
| 2 |
Mastercard
MA
|
$242K |
| 3 |
Abbott
ABT
|
$241K |
| 4 |
Fastenal
FAST
|
$239K |
| 5 |
Intel
INTC
|
$200K |
Sector Composition
| 1 | Technology | 14.55% |
| 2 | Industrials | 12.87% |
| 3 | Healthcare | 12.11% |
| 4 | Consumer Staples | 11.61% |
| 5 | Financials | 9.98% |
