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
$377M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$482K
3
+$403K
4
NVDA icon
NVIDIA
NVDA
+$371K
5
AAPL icon
Apple
AAPL
+$359K

Top Sells

1
+$555K
2
+$529K
3
+$522K
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$464K
5
VZ icon
Verizon
VZ
+$339K

Sector Composition

1 Technology 14.86%
2 Healthcare 13.19%
3 Consumer Staples 10.73%
4 Industrials 10.66%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$331K 0.09%
2,390
102
$330K 0.09%
4,710
103
$307K 0.08%
3,023
104
$267K 0.07%
4,000
105
$261K 0.07%
8,680
-200
106
$255K 0.07%
1,841
-38
107
$245K 0.07%
811
108
$245K 0.07%
3,600
109
$218K 0.06%
+840
110
$218K 0.06%
980
111
$207K 0.06%
2,880
112
$201K 0.05%
+768
113
$201K 0.05%
3,500
-2,177
114
– –
-980
115
– –
-4,320
116
– –
-39,344
1 2 3 4
5