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
$309M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$487K
3
+$416K
4
AMZN icon
Amazon
AMZN
+$374K
5
DIS icon
Walt Disney
DIS
+$323K

Top Sells

1
+$261K
2
+$248K
3
+$214K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$210K
5
GE icon
GE Aerospace
GE
+$209K

Sector Composition

1 Healthcare 15.27%
2 Technology 13.05%
3 Industrials 11.58%
4 Consumer Staples 11.18%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.9M 4.17%
50,095
+49
2
$12.1M 3.91%
31,833
+1,284
3
$8.44M 2.73%
55,094
-1,252
4
$7.9M 2.56%
57,764
+455
5
$7.71M 2.5%
102,126
-175
6
$7.58M 2.45%
195,455
-485
7
$7.22M 2.34%
289,348
-10
8
$6.83M 2.21%
21,660
+197
9
$6.67M 2.16%
72,203
+1,121
10
$6.38M 2.07%
58,729
+675
11
$6M 1.94%
24,285
-60
12
$5.96M 1.93%
32,658
+230
13
$5.81M 1.88%
136,191
-345
14
$5.69M 1.84%
61,427
-1,200
15
$5.69M 1.84%
62,394
-170
16
$5.63M 1.82%
51,640
+1,040
17
$5.61M 1.82%
138,498
-2,157
18
$5.34M 1.73%
19,557
-41
19
$5.26M 1.7%
36,565
+420
20
$5.12M 1.66%
25,443
+678
21
$5.04M 1.63%
62,851
+295
22
$4.94M 1.6%
48,774
-260
23
$4.91M 1.59%
62,835
+1,145
24
$4.91M 1.59%
100,025
+3,973
25
$4.89M 1.58%
17,003
-31
1
2 3 4 5