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

Top Buys

1 +$3.38M
2 +$823K
3 +$513K
4
AMZN icon
Amazon
AMZN
+$365K
5
ABT icon
Abbott
ABT
+$270K

Top Sells

1 +$2.88M
2 +$478K
3 +$237K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$235K
5
TSCO icon
Tractor Supply
TSCO
+$193K

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