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
$353M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$431K
3
+$229K
4
NVDA icon
NVIDIA
NVDA
+$228K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$223K

Top Sells

1
+$613K
2
+$524K
3
+$236K
4
AAPL icon
Apple
AAPL
+$103K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$91.8K

Sector Composition

1 Technology 14.43%
2 Healthcare 13.36%
3 Consumer Staples 11.59%
4 Industrials 10.86%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.3M 4.62%
47,930
-1,800
2
$15.2M 4.3%
34,036
-206
3
$11.1M 3.15%
57,290
-530
4
$8.7M 2.46%
294,994
+206
5
$8.58M 2.43%
21,813
-83
6
$8.04M 2.28%
181,940
-1,380
7
$7.49M 2.12%
97,645
-928
8
$7.38M 2.09%
140,847
-366
9
$7.26M 2.06%
72,897
-380
10
$7.18M 2.03%
138,748
+433
11
$7.17M 2.03%
53,212
+30
12
$7.15M 2.02%
63,500
+65
13
$7.04M 1.99%
23,598
+103
14
$6.97M 1.97%
60,382
-1
15
$6.84M 1.94%
20,054
-3
16
$6.53M 1.85%
59,893
+299
17
$6.52M 1.85%
54,486
-189
18
$6.41M 1.82%
16,832
-237
19
$6.29M 1.78%
41,449
+726
20
$5.93M 1.68%
33,096
+130
21
$5.42M 1.54%
37,302
+311
22
$5.41M 1.53%
26,086
-31
23
$5.37M 1.52%
28,970
-55
24
$5.33M 1.51%
17,283
+188
25
$5.14M 1.46%
17,840
+145
1
2 3 4 5