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
$330M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$770K
3
+$526K
4
AMZN icon
Amazon
AMZN
+$352K
5
DIS icon
Walt Disney
DIS
+$272K

Top Sells

1
+$2.9M
2
+$464K
3
+$229K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$227K
5
TSCO icon
Tractor Supply
TSCO
+$190K

Sector Composition

1 Technology 14.19%
2 Healthcare 13.66%
3 Industrials 12.3%
4 Consumer Staples 10.62%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$255K 0.08%
3,120
102
$247K 0.07%
1,375
103
$235K 0.07%
4,000
104
$224K 0.07%
1,020
105
$214K 0.06%
5,677
106
$206K 0.06%
+760
107
$203K 0.06%
1,060
108
$202K 0.06%
+3,600
1 2 3 4
5