BRM
Boston Research & Management Portfolio holdings
AUM
$418M
1-Year Return
11.52%
This Quarter Return
+0.37%
1 Year Return
+11.52%
3 Year Return
+47.26%
5 Year Return
+92.78%
10 Year Return
+215.92%
AUM
$403M
AUM Growth
-$4.68M
(-1.1%)
Cap. Flow
-$3.46M
Cap. Flow
% of AUM
-0.86%
Top 10 Holdings %
Top 10 Hldgs %
28.94%
Holding
118
New
3
Increased
17
Reduced
54
Closed
2
Top Buys
| 1 |
NVIDIA
NVDA
|
+$3.04M |
| 2 |
Adobe
ADBE
|
+$1.44M |
| 3 |
Tesla
TSLA
|
+$327K |
| 4 |
Aflac
AFL
|
+$209K |
| 5 |
WEC Energy
WEC
|
+$207K |
Top Sells
| 1 |
CVS Health
CVS
|
+$1.52M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.03M |
| 3 |
Qorvo
QRVO
|
+$877K |
| 4 |
Abbott
ABT
|
+$405K |
| 5 |
JPMorgan Chase
JPM
|
+$314K |
Sector Composition
| 1 | Technology | 14.02% |
| 2 | Consumer Staples | 11.95% |
| 3 | Healthcare | 11.84% |
| 4 | Financials | 10.61% |
| 5 | Industrials | 10.15% |
