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
$267M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$347K
3
+$323K
4
UNH icon
UnitedHealth
UNH
+$240K
5
YUMC icon
Yum China
YUMC
+$207K

Top Sells

1
+$626K
2
+$569K
3
+$449K
4
MA icon
Mastercard
MA
+$367K
5
MSFT icon
Microsoft
MSFT
+$358K

Sector Composition

1 Technology 15.15%
2 Healthcare 12.71%
3 Industrials 12.25%
4 Consumer Staples 11.89%
5 Financials 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$587K 0.22%
4,473
77
$511K 0.19%
1,571
78
$505K 0.19%
3,422
79
$493K 0.18%
3,700
80
$479K 0.18%
2,670
81
$467K 0.18%
4,638
82
$438K 0.16%
3,185
83
$407K 0.15%
3,580
84
$388K 0.15%
5,100
85
$384K 0.14%
3,419
-39
86
$366K 0.14%
2,694
-32
87
$319K 0.12%
5,945
88
$312K 0.12%
18,900
89
$310K 0.12%
3,120
90
$300K 0.11%
4,710
91
$291K 0.11%
2,620
92
$284K 0.11%
1,180
93
$264K 0.1%
2,060
94
$261K 0.1%
2,960
95
$253K 0.09%
2,390
96
$240K 0.09%
+818
97
$226K 0.08%
1,530
98
$219K 0.08%
2,378
99
$213K 0.08%
3,841
-1,084
100
$211K 0.08%
1,375
1 2 3
4
5