BRM

Boston Research & Management Portfolio holdings

AUM $421M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.16M
3
+$715K
4
ADBE icon
Adobe
ADBE
+$284K
5
AMZN icon
Amazon
AMZN
+$218K

Top Sells

1
+$228K
2
+$222K
3
+$220K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$214K
5
JPM icon
JPMorgan Chase
JPM
+$165K

Sector Composition

1 Technology 15.26%
2 Healthcare 11.25%
3 Financials 10.68%
4 Consumer Staples 10.68%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.5M 4.75%
41,547
+146
2
$19.7M 4.34%
29,424
-199
3
$14.8M 3.27%
58,139
+921
4
$13.3M 2.93%
128,921
-540
5
$12.4M 2.73%
50,830
-1,020
6
$11.8M 2.61%
51,138
-50
7
$11.6M 2.56%
20,426
+5
8
$10.9M 2.4%
34,534
-554
9
$10.3M 2.27%
209,717
-1,548
10
$9.95M 2.19%
174,985
-1,595
11
$9.9M 2.18%
144,704
-46
12
$9.55M 2.11%
19,006
+106
13
$9.54M 2.1%
64,674
-15
14
$9.18M 2.03%
84,262
-2,239
15
$9.05M 2%
76,126
-58
16
$7.95M 1.75%
59,337
+942
17
$7.85M 1.73%
35,772
+964
18
$7.6M 1.68%
25,019
+2
19
$7.59M 1.68%
49,426
+4,581
20
$7.57M 1.67%
15,942
+86
21
$7.53M 1.66%
40,349
+1,104
22
$7.18M 1.58%
42,392
-47
23
$7.05M 1.56%
106,989
-19
24
$6.93M 1.53%
24,141
-20
25
$6.56M 1.45%
18,942
-25
1
2 3 4 5