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
$267M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$397K
2 +$347K
3 +$323K
4
UNH icon
UnitedHealth
UNH
+$240K
5
YUMC icon
Yum China
YUMC
+$207K

Top Sells

1 +$626K
2 +$569K
3 +$449K
4
MA icon
Mastercard
MA
+$367K
5
MSFT icon
Microsoft
MSFT
+$358K

Sector Composition

1 Technology 15.15%
2 Healthcare 12.71%
3 Industrials 12.25%
4 Consumer Staples 11.89%
5 Financials 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$207K 0.08%
+4,320