BRM
Boston Research & Management Portfolio holdings
AUM
$418M
This Quarter Return
+10.69%
1 Year Return
+11.52%
3 Year Return
+47.26%
5 Year Return
+92.78%
10 Year Return
+215.92%
AUM
$377M
AUM Growth
+$377M
(+11%)
Cap. Flow
+$5.12M
Cap. Flow
% of AUM
1.36%
Top 10 Holdings %
Top 10 Hldgs %
27.08%
Holding
117
New
3
Increased
49
Reduced
23
Closed
3
Top Buys
| 1 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$998K |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$482K |
| 3 |
Qorvo
QRVO
|
$403K |
| 4 |
NVIDIA
NVDA
|
$371K |
| 5 |
Apple
AAPL
|
$359K |
Top Sells
| 1 |
Fastenal
FAST
|
$555K |
| 2 |
Medtronic
MDT
|
$529K |
| 3 |
Microsoft
MSFT
|
$522K |
| 4 |
VanEck High Yield Muni ETF
HYD
|
$464K |
| 5 |
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% |
