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
$377M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$482K
3
+$403K
4
NVDA icon
NVIDIA
NVDA
+$371K
5
AAPL icon
Apple
AAPL
+$359K

Top Sells

1
+$555K
2
+$529K
3
+$522K
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$464K
5
VZ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.9M 4.5%
45,041
-1,388
2
$16M 4.25%
33,486
-357
3
$11.3M 2.99%
58,461
+1,867
4
$9.39M 2.49%
22,011
+290
5
$9.03M 2.4%
278,740
-17,134
6
$8.33M 2.21%
53,752
+595
7
$8.09M 2.15%
188,205
+5,870
8
$7.94M 2.11%
73,377
+262
9
$7.51M 1.99%
53,788
-708
10
$7.51M 1.99%
65,692
+1,572
11
$7.39M 1.96%
140,661
+1,395
12
$7.29M 1.93%
144,203
+5,190
13
$7.19M 1.91%
24,239
+501
14
$7.17M 1.9%
20,115
+151
15
$6.85M 1.82%
16,677
+24
16
$6.79M 1.8%
61,723
+1,340
17
$6.72M 1.78%
103,130
+4,320
18
$6.71M 1.78%
61,525
+1,415
19
$6.48M 1.72%
38,081
+636
20
$6.36M 1.69%
43,424
+1,862
21
$6.27M 1.66%
41,254
-392
22
$6.25M 1.66%
17,823
+370
23
$5.95M 1.58%
118,358
-735
24
$5.58M 1.48%
35,475
+1,782
25
$5.49M 1.46%
125,203
+4,332
1
2 3 4 5