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
$294M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$730K
2 +$575K
3 +$565K
4
AMZN icon
Amazon
AMZN
+$399K
5
DIS icon
Walt Disney
DIS
+$391K

Top Sells

1 +$649K
2 +$383K
3 +$209K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$208K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$206K

Sector Composition

1 Healthcare 15.03%
2 Technology 12.65%
3 Industrials 11.7%
4 Consumer Staples 11.3%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$207K 0.07%
1,936
102
$204K 0.07%
4,320
103
-670
104
-4,000
105
-745
106
-2,082