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
$309M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$487K
3
+$416K
4
AMZN icon
Amazon
AMZN
+$374K
5
DIS icon
Walt Disney
DIS
+$323K

Top Sells

1
+$261K
2
+$248K
3
+$214K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$210K
5
GE icon
GE Aerospace
GE
+$209K

Sector Composition

1 Healthcare 15.27%
2 Technology 13.05%
3 Industrials 11.58%
4 Consumer Staples 11.18%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$633K 0.21%
3,542
77
$568K 0.18%
13,943
+625
78
$567K 0.18%
2,524
-57
79
$557K 0.18%
16,957
+7,641
80
$539K 0.17%
7,010
-292
81
$507K 0.16%
4,468
82
$472K 0.15%
3,090
83
$470K 0.15%
2,580
84
$454K 0.15%
4,468
+87
85
$431K 0.14%
4,850
86
$424K 0.14%
8,853
-220
87
$423K 0.14%
3,700
88
$416K 0.13%
3,085
89
$406K 0.13%
2,620
90
$405K 0.13%
5,100
91
$385K 0.12%
9,262
+1,113
92
$381K 0.12%
1,815
93
$380K 0.12%
740
94
$378K 0.12%
2,960
95
$335K 0.11%
4,710
96
$317K 0.1%
2,390
97
$291K 0.09%
8,880
98
$288K 0.09%
1,187
99
$223K 0.07%
1,879
100
$223K 0.07%
2,880
1 2 3
4
5