BOSTON RESEARCH & Overview
Boston Research & Management Inc is an investment advisor that manages 288.3 MM dollars in regulatory AUM and has 7 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/03 to 12/31/22. The fund's latest filing disclosed 323MM in positions, representing 112% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/03 to 12/31/22. The fund's latest filing disclosed 323MM in positions, representing 112% of the manager's regulatory AUM.
BOSTON RESEARCH & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BOSTON RESEARCH & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 4.33% | ETF | 4.34% | 0% | 0 | 16% | ||
| MSFT | 3.73% | Tech | 17.4% | -0.04% | 0 | 53% | ||
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FEATURED IN
BOSTON RESEARCH & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Raymond J. Stecker | President/Ceo | June-1991 |
| Benjamin J. Muchler | Managing Director | December-2014 |
| Daniel F. Tortola | Chief Investment Officer | December-2014 |
| Robert S. Mckenzie | Chief Compliance Officer/Senior Client Advisor | September-2014 |
BOSTON RESEARCH & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BOSTON RESEARCH & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss……………………………………7
Item 9: ...
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BOSTON RESEARCH & Portfolio Concentration
BOSTON RESEARCH & Location
40 BEACH STREET
SUITE 200
MANCHESTER, Massachusetts
UNITED STATES, 01944
SUITE 200
MANCHESTER, Massachusetts
UNITED STATES, 01944
BOSTON RESEARCH & Contact Information
Phone Number: (978) 526-9700
Fax Number: (978) 526-1804
Website: https://www.bostonrm.com/
Fax Number: (978) 526-1804
Website: https://www.bostonrm.com/
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