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
$330M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$823K
3
+$513K
4
AMZN icon
Amazon
AMZN
+$365K
5
ABT icon
Abbott
ABT
+$270K

Top Sells

1
+$2.88M
2
+$478K
3
+$237K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$235K
5
TSCO icon
Tractor Supply
TSCO
+$193K

Sector Composition

1 Technology 14.19%
2 Healthcare 13.66%
3 Industrials 12.3%
4 Consumer Staples 10.62%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.4M 4.66%
56,694
-683
2
$13M 3.93%
30,126
-547
3
$8.77M 2.66%
64,048
-1,002
4
$8.03M 2.44%
71,057
+688
5
$7.94M 2.41%
305,240
-4,350
6
$7.87M 2.39%
211,430
-5,185
7
$7.84M 2.38%
21,467
-242
8
$7.57M 2.3%
63,117
-595
9
$7.42M 2.25%
139,978
+730
10
$7.08M 2.15%
57,980
-1,940
11
$7.04M 2.13%
33,828
-548
12
$6.83M 2.07%
58,946
+2,325
13
$6.63M 2.01%
22,483
-1,620
14
$6.54M 1.98%
58,083
-155
15
$6.51M 1.97%
138,444
-330
16
$6.26M 1.9%
102,774
+680
17
$6.22M 1.89%
92,801
+1,763
18
$6.13M 1.86%
45,466
+1,300
19
$6.1M 1.85%
25,754
-88
20
$6.02M 1.83%
105,577
+425
21
$5.79M 1.76%
25,066
+105
22
$5.67M 1.72%
45,698
-527
23
$5.64M 1.71%
20,312
-222
24
$5.64M 1.71%
38,063
+385
25
$5.63M 1.71%
32,008
+1,514
1
2 3 4 5