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
$353M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$421K
3
+$209K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$206K
5
IXN icon
iShares Global Tech ETF
IXN
+$204K

Top Sells

1
+$564K
2
+$524K
3
+$236K
4
AAPL icon
Apple
AAPL
+$92.4K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$86.8K

Sector Composition

1 Technology 14.43%
2 Healthcare 13.36%
3 Consumer Staples 11.59%
4 Industrials 10.86%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$265K 0.08%
3,023
+154
102
$244K 0.07%
710
+40
103
$244K 0.07%
4,320
104
$243K 0.07%
5,677
105
$229K 0.06%
+4,000
106
$228K 0.06%
+5,400
107
$225K 0.06%
1,879
108
$223K 0.06%
+811
109
$223K 0.06%
+3,600
110
$221K 0.06%
+980
111
$218K 0.06%
1,375
112
$217K 0.06%
2,880
113
$31K 0.01%
39,344
114
– –
-5,280
115
– –
-1,046
1 2 3 4
5