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
$196M
AUM Growth
-$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$413K
3
+$379K
4
XOM icon
Exxon Mobil
XOM
+$319K
5
GE icon
GE Aerospace
GE
+$284K

Top Sells

1
+$2.52M
2
+$367K
3
+$351K
4
BBH icon
VanEck Biotech ETF
BBH
+$302K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$289K

Sector Composition

1 Technology 14.47%
2 Industrials 14.39%
3 Healthcare 11.95%
4 Financials 11.2%
5 Consumer Staples 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.55M 3.34%
71,759
-725
2
$5.68M 2.89%
109,069
-2,120
3
$5.55M 2.83%
129,474
-3,233
4
$5.04M 2.57%
28,802
-1,385
5
$4.52M 2.3%
107,720
-1,800
6
$4.49M 2.29%
24,482
+66
7
$4.41M 2.25%
46,564
-3,875
8
$4.4M 2.24%
75,394
+1,786
9
$4.38M 2.23%
56,845
+860
10
$4.29M 2.19%
55,812
-2,500
11
$4.28M 2.18%
16,136
+756
12
$4.21M 2.15%
141,993
+4,395
13
$4.08M 2.08%
298,672
-2,920
14
$4.04M 2.06%
26,301
-455
15
$4.01M 2.04%
20,093
-1,451
16
$4M 2.04%
42,676
-330
17
$3.92M 2%
52,606
+4,280
18
$3.86M 1.96%
24,662
+130
19
$3.74M 1.9%
34,253
+135
20
$3.62M 1.85%
26,086
-35
21
$3.59M 1.83%
23,654
-180
22
$3.54M 1.8%
59,092
+590
23
$3.52M 1.8%
81,134
-55
24
$3.42M 1.74%
43,227
+55
25
$3.36M 1.71%
46,928
+990
1
2 3 4