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
$344M
AUM Growth
-$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$1.1M
3
+$719K
4
MGA icon
Magna International
MGA
+$502K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$424K

Top Sells

1
+$2.3M
2
+$1.49M
3
+$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.02M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$639K 0.19%
13,318
+655
77
$624K 0.18%
4,850
78
$584K 0.17%
4,496
79
$540K 0.16%
2,580
80
$533K 0.15%
7,302
+292
81
$529K 0.15%
4,468
82
$500K 0.15%
5,100
83
$489K 0.14%
9,073
-990
84
$489K 0.14%
3,090
85
$484K 0.14%
3,700
86
$469K 0.14%
4,381
+274
87
$452K 0.13%
2,960
88
$446K 0.13%
2,620
89
$424K 0.12%
+1,170
90
$412K 0.12%
1,815
91
$379K 0.11%
3,085
92
$377K 0.11%
740
93
$375K 0.11%
8,149
+845
94
$341K 0.1%
4,710
95
$339K 0.1%
+9,316
96
$322K 0.09%
8,880
97
$301K 0.09%
2,390
98
$287K 0.08%
1,187
99
$287K 0.08%
1,936
100
$261K 0.08%
729
1 2 3
4
5