BRM
Boston Research & Management Portfolio holdings
AUM
$418M
This Quarter Return
-2.66%
1 Year Return
+11.52%
3 Year Return
+47.26%
5 Year Return
+92.78%
10 Year Return
+215.92%
AUM
$344M
AUM Growth
+$344M
(-5.9%)
Cap. Flow
-$6.81M
Cap. Flow
% of AUM
-1.98%
Top 10 Holdings %
Top 10 Hldgs %
27.91%
Holding
117
New
5
Increased
25
Reduced
42
Closed
6
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$1.1M |
| 2 |
Amazon
AMZN
|
$1.1M |
| 3 |
Thermo Fisher Scientific
TMO
|
$719K |
| 4 |
Magna International
MGA
|
$502K |
| 5 |
Invesco QQQ Trust
QQQ
|
$424K |
Top Sells
| 1 |
Accenture
ACN
|
$2.3M |
| 2 |
PepsiCo
PEP
|
$1.49M |
| 3 |
Procter & Gamble
PG
|
$1.45M |
| 4 |
Microsoft
MSFT
|
$1.02M |
| 5 |
Apple
AAPL
|
$614K |
Sector Composition
| 1 | Healthcare | 14.56% |
| 2 | Technology | 13.45% |
| 3 | Industrials | 11.72% |
| 4 | Consumer Staples | 10.18% |
| 5 | Consumer Discretionary | 8.17% |
