BRM

Boston Research & Management Portfolio holdings

AUM $434M
1-Year Est. Return 15.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.61%
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 +$392K
2 +$338K
3 +$311K
4
UNH icon
UnitedHealth
UNH
+$214K
5
GIS icon
General Mills
GIS
+$202K

Top Sells

1 +$574K
2 +$540K
3 +$393K
4
MA icon
Mastercard
MA
+$346K
5
MSFT icon
Microsoft
MSFT
+$334K

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