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
$309M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$528K
3
+$445K
4
AMZN icon
Amazon
AMZN
+$441K
5
DIS icon
Walt Disney
DIS
+$380K

Top Sells

1
+$261K
2
+$248K
3
+$214K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$210K
5
GE icon
GE Aerospace
GE
+$209K

Sector Composition

1 Healthcare 15.27%
2 Technology 13.05%
3 Industrials 11.58%
4 Consumer Staples 11.18%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$209K 0.07%
2,082
102
$209K 0.07%
+4,320
103
$208K 0.07%
745
-425
104
$206K 0.07%
670
105
$202K 0.07%
4,000
106
$202K 0.07%
1,936
107
– –
-1,300
108
– –
-840
109
– –
-3,676
110
– –
-3,600
111
– –
-1,418
112
– –
-729
113
– –
-760
1 2 3 4
5