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

Top Buys

1
+$857K
2
+$694K
3
+$637K
4
AMZN icon
Amazon
AMZN
+$446K
5
DIS icon
Walt Disney
DIS
+$443K

Top Sells

1
+$753K
2
+$409K
3
+$209K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$208K
5
DIA icon
State Street 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
1 2 3 4
5