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
$353M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$431K
3
+$229K
4
NVDA icon
NVIDIA
NVDA
+$228K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$223K

Top Sells

1
+$613K
2
+$524K
3
+$236K
4
AAPL icon
Apple
AAPL
+$103K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$91.8K

Sector Composition

1 Technology 14.43%
2 Healthcare 13.36%
3 Consumer Staples 11.59%
4 Industrials 10.86%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$645K 0.18%
2,580
77
$615K 0.17%
4,603
+107
78
$598K 0.17%
4,320
79
$548K 0.16%
3,700
80
$535K 0.15%
3,090
81
$498K 0.14%
2,344
82
$492K 0.14%
2,620
83
$460K 0.13%
5,100
84
$453K 0.13%
8,819
-155
85
$448K 0.13%
7,010
86
$435K 0.12%
5,207
-127
87
$425K 0.12%
3,085
88
$404K 0.11%
2,390
89
$398K 0.11%
1,815
90
$383K 0.11%
3,917
-556
91
$364K 0.1%
985
-53
92
$359K 0.1%
3,020
93
$355K 0.1%
740
94
$330K 0.09%
4,710
95
$317K 0.09%
1,936
96
$279K 0.08%
4,850
97
$274K 0.08%
1,237
+50
98
$274K 0.08%
1,300
99
$272K 0.08%
8,880
100
$268K 0.08%
1,797
+384
1 2 3
4
5