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
$323M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$1.7M
2 +$378K
3 +$255K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$221K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$213K

Top Sells

1 +$1.15M
2 +$968K
3 +$806K
4
AMZN icon
Amazon
AMZN
+$434K
5
COP icon
ConocoPhillips
COP
+$374K

Sector Composition

1 Healthcare 15.08%
2 Technology 12.11%
3 Industrials 12.04%
4 Consumer Staples 11.41%
5 Consumer Discretionary 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$255K 0.08%
1,936
102
$238K 0.07%
8,880
103
$237K 0.07%
4,342
+22
104
$221K 0.07%
+670
105
$213K 0.07%
+803
106
$211K 0.07%
+854
107
-71,747