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
$240M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$2.58M
2 +$670K
3 +$601K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$455K
5
LIN icon
Linde
LIN
+$351K

Top Sells

1 +$384K
2 +$224K
3 +$223K
4
MA icon
Mastercard
MA
+$222K
5
INTC icon
Intel
INTC
+$189K

Sector Composition

1 Technology 14.55%
2 Industrials 12.87%
3 Healthcare 12.11%
4 Consumer Staples 11.61%
5 Financials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$202K 0.08%
818
102
$202K 0.08%
+5,324
103
$174K 0.07%
3,508
-453
104
-3,851