BRM

Boston Research & Management Portfolio holdings

AUM $421M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.16M
3
+$715K
4
ADBE icon
Adobe
ADBE
+$284K
5
AMZN icon
Amazon
AMZN
+$218K

Top Sells

1
+$228K
2
+$222K
3
+$220K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$214K
5
JPM icon
JPMorgan Chase
JPM
+$165K

Sector Composition

1 Technology 15.26%
2 Healthcare 11.25%
3 Financials 10.68%
4 Consumer Staples 10.68%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$688K 0.15%
13,518
-3,212
77
$682K 0.15%
3,090
78
$681K 0.15%
4,394
79
$672K 0.15%
2,580
80
$669K 0.15%
5,100
81
$656K 0.14%
4,320
82
$604K 0.13%
3,185
+94
83
$562K 0.12%
1,265
84
$528K 0.12%
2,620
85
$507K 0.11%
844
86
$502K 0.11%
3,020
87
$478K 0.11%
1,630
88
$476K 0.11%
4,755
+50
89
$446K 0.1%
4,710
90
$445K 0.1%
6,926
+40
91
$440K 0.1%
13,946
-1,114
92
$388K 0.09%
3,700
93
$382K 0.08%
15,027
94
$380K 0.08%
1,918
95
$376K 0.08%
3,030
96
$371K 0.08%
3,600
97
$368K 0.08%
600
98
$360K 0.08%
4,850
99
$360K 0.08%
390
+100
100
$349K 0.08%
1,237
1 2 3
4
5