BFM

Boston Financial Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 19.39%
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.73B
AUM Growth
+$85.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1 +$19.1M
2 +$18.7M
3 +$13.5M
4
BR icon
Broadridge
BR
+$9.29M
5
LMT icon
Lockheed Martin
LMT
+$7.67M

Top Sells

1 +$19.6M
2 +$18.4M
3 +$11.3M
4
NVO icon
Novo Nordisk
NVO
+$9.15M
5
PEP icon
PepsiCo
PEP
+$8.98M

Sector Composition

1 Technology 17.39%
2 Healthcare 13.53%
3 Industrials 13.16%
4 Financials 12.62%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-6,378
227
-4,310
228
-4,695
229
-5,145
230
-10,826