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Home > Institutional Investor > Boston Research & Management Inc > Profile

Instuitional Investor - Boston Research & Management Inc

Fund Profile
Filing Period:
Fund Name: Boston Research & Management Inc
Portfolio Value $407,374
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 32,298 $19,013 4.66%
2.
Microsoft Corp
 MSFT 41,872 $17,649 4.33%
3.
Apple Inc.
 AAPL 57,065 $14,290 3.5%
4.
Walmart Inc.
 WMT 133,902 $12,098 2.96%
5.
Mastercard Inc
 MA 21,337 $11,235 2.75%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)