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
$323M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$378K
3
+$255K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$221K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$213K

Top Sells

1
+$1.15M
2
+$968K
3
+$806K
4
AMZN icon
Amazon
AMZN
+$434K
5
COP icon
ConocoPhillips
COP
+$374K

Sector Composition

1 Healthcare 15.08%
2 Technology 12.11%
3 Industrials 12.04%
4 Consumer Staples 11.41%
5 Consumer Discretionary 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$626K 0.19%
8,190
77
$601K 0.19%
15,429
+347
78
$574K 0.18%
4,483
+15
79
$571K 0.18%
2,594
+14
80
$551K 0.17%
2,344
81
$534K 0.17%
5,334
-438
82
$504K 0.16%
7,010
83
$489K 0.15%
5,100
84
$484K 0.15%
3,090
85
$467K 0.14%
3,721
+21
86
$454K 0.14%
4,690
+492
87
$436K 0.13%
2,637
+17
88
$433K 0.13%
1,815
89
$424K 0.13%
9,005
-582
90
$418K 0.13%
3,085
91
$414K 0.13%
2,390
92
$392K 0.12%
740
93
$378K 0.12%
+6,644
94
$340K 0.11%
4,773
+63
95
$327K 0.1%
4,850
96
$327K 0.1%
2,982
+22
97
$311K 0.1%
1,187
98
$281K 0.09%
1,879
99
$267K 0.08%
2,880
100
$255K 0.08%
+1,339
1 2 3
4
5