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
$377M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$482K
3
+$403K
4
NVDA icon
NVIDIA
NVDA
+$371K
5
AAPL icon
Apple
AAPL
+$359K

Top Sells

1
+$555K
2
+$529K
3
+$522K
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$464K
5
VZ icon
Verizon
VZ
+$339K

Sector Composition

1 Technology 14.86%
2 Healthcare 13.19%
3 Consumer Staples 10.73%
4 Industrials 10.66%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$686K 0.18%
16,693
-745
77
$675K 0.18%
2,580
78
$638K 0.17%
12,900
+7,500
79
$564K 0.15%
4,320
80
$553K 0.15%
3,700
81
$553K 0.15%
3,090
82
$545K 0.14%
17,491
-4,808
83
$496K 0.13%
5,100
84
$496K 0.13%
2,620
85
$482K 0.13%
16,763
-7,278
86
$480K 0.13%
2,078
-266
87
$480K 0.13%
5,255
88
$469K 0.12%
8,827
+3
89
$436K 0.12%
3,020
90
$399K 0.11%
1,715
91
$390K 0.1%
2,477
+532
92
$389K 0.1%
740
93
$374K 0.1%
3,085
94
$368K 0.1%
3,717
-267
95
$356K 0.09%
1,237
96
$353K 0.09%
863
+7
97
$341K 0.09%
6,660
-350
98
$340K 0.09%
4,850
99
$338K 0.09%
1,300
100
$336K 0.09%
1,936
1 2 3
4
5