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
$3.14B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$25.2M
3
+$24.6M
4
RYAN icon
Ryan Specialty Holdings
RYAN
+$20.8M
5
MSCI icon
MSCI
MSCI
+$14.4M

Top Sells

1
+$31.5M
2
+$29.6M
3
+$25.2M
4
BWXT icon
BWX Technologies
BWXT
+$13.7M
5
FICO icon
Fair Isaac
FICO
+$11.5M

Sector Composition

1 Technology 23.65%
2 Industrials 18.37%
3 Financials 16.61%
4 Healthcare 8.07%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$479K 0.02%
2,725
252
$475K 0.02%
5,048
-467
253
$473K 0.02%
+6,930
254
$465K 0.01%
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-8
255
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3,496
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256
$453K 0.01%
8,494
257
$446K 0.01%
21,906
+1,569
258
$440K 0.01%
7,800
259
$440K 0.01%
24,000
260
$438K 0.01%
3,606
261
$429K 0.01%
9,178
-5
262
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2,472
-160
263
$418K 0.01%
8,027
-175
264
$414K 0.01%
23,500
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265
$409K 0.01%
3,213
266
$409K 0.01%
7,491
267
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269
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2,609
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270
$375K 0.01%
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271
$374K 0.01%
2,172
272
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4,252
-1,032
273
$370K 0.01%
1,421
+103
274
$369K 0.01%
2,809
275
$368K 0.01%
1,969
9 10
11
12 13