BRM

Boston Research & Management Portfolio holdings

AUM $418M
1-Year Est. Return 11.52%
This Quarter Est. Return
1 Year Est. Return
+11.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$330M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$823K
3
+$513K
4
AMZN icon
Amazon
AMZN
+$365K
5
ABT icon
Abbott
ABT
+$270K

Top Sells

1
+$2.88M
2
+$478K
3
+$237K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$235K
5
TSCO icon
Tractor Supply
TSCO
+$193K

Sector Composition

1 Technology 14.19%
2 Healthcare 13.66%
3 Industrials 12.3%
4 Consumer Staples 10.62%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$614K 0.19%
2,581
-113
77
$600K 0.18%
11,648
78
$576K 0.17%
2,580
79
$572K 0.17%
8,569
-71
80
$569K 0.17%
10,173
-715
81
$555K 0.17%
4,850
82
$513K 0.16%
4,468
83
$490K 0.15%
5,100
84
$464K 0.14%
4,031
+221
85
$432K 0.13%
3,090
86
$426K 0.13%
3,185
87
$423K 0.13%
2,960
88
$368K 0.11%
2,620
89
$360K 0.11%
1,815
-130
90
$328K 0.1%
6,054
91
$311K 0.09%
1,300
92
$302K 0.09%
2,390
93
$296K 0.09%
740
94
$289K 0.09%
1,187
95
$286K 0.09%
4,320
96
$285K 0.09%
4,710
97
$280K 0.08%
1,418
98
$277K 0.08%
1,879
99
$269K 0.08%
4,010
100
$268K 0.08%
8,880
1 2 3
4
5