BRM
Boston Research & Management Portfolio holdings
AUM
$418M
1-Year Est. Return
11.52%
1 Year Est. Return
+11.52%
AUM
$418M
AUM Growth
+$15.7M
(+3.9%)
Holding
120
Top Buys
| 1 | +$664K | |
| 2 | +$541K | |
| 3 | +$354K | |
| 4 |
GE Vernova
GEV
|
+$317K |
| 5 |
D.R. Horton
DHI
|
+$312K |
Top Sells
| 1 | +$519K | |
| 2 | +$420K | |
| 3 | +$364K | |
| 4 |
Microsoft
MSFT
|
+$279K |
| 5 |
Yum China
YUMC
|
+$224K |
Sector Composition
| 1 | Technology | 15.41% |
| 2 | Consumer Staples | 11.33% |
| 3 | Healthcare | 11.05% |
| 4 | Financials | 10.56% |
| 5 | Industrials | 10.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Russell 1000 Growth ETF
IWF
$122B
| $273K | 0.07% |
643
-79
|
|
||
102
Boeing
BA
$161B
| $272K | 0.07% |
1,300
|
|
||
103
iShares Russell 1000 ETF
IWB
$44.7B
| $260K | 0.06% |
768
|
|
||
104
Masco
MAS
$14.2B
| $257K | 0.06% |
4,000
|
|
||
105
American Express
AXP
$239B
| $255K | 0.06% |
800
|
|
||
106
Nucor
NUE
$30.2B
| $250K | 0.06% |
1,936
|
|
||
107
RTX Corp
RTX
$211B
| $238K | 0.06% |
1,635
-35
|
|
||
108
UnitedHealth
UNH
$323B
| $230K | 0.06% |
740
|
|
||
109
General Dynamics
GD
$89.1B
| $224K | 0.05% |
770
|
|
||
110
Worthington Enterprises
WOR
$2.81B
| $222K | 0.05% |
+3,500
|
|
||
111
Texas Instruments
TXN
$161B
| $220K | 0.05% |
+1,060
|
|
||
112
Lowe's Companies
LOW
$137B
| $217K | 0.05% |
980
|
|
||
113
Goldman Sachs
GS
$232B
| $212K | 0.05% |
+300
|
|
||
114
HP
HPQ
$25.6B
| $212K | 0.05% |
8,680
|
|
||
115
Agilent Technologies
A
$40.2B
| $204K | 0.05% |
1,737
-104
|
|
||
116
Empire State Realty Series ES
ESBA
$1.94B
| $84K | 0.02% |
10,754
|
|
||
117
Aflac
AFL
$57.6B
| – | – |
-1,880
|
|
||
118
Clorox
CLX
$14.6B
| – | – |
-1,375
|
|
||
119
WEC Energy
WEC
$37.6B
| – | – |
-1,902
|
|
||
|
120
Yum China
YUMC
$15.9B
| – | – |
-4,320
|
|