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
$1.56B
AUM Growth
-$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1 +$37.3M
2 +$16.1M
3 +$13.3M
4
BR icon
Broadridge
BR
+$11.4M
5
BRO icon
Brown & Brown
BRO
+$11.1M

Top Sells

1 +$41.3M
2 +$21.8M
3 +$18.2M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$15.9M
5
QCOM icon
Qualcomm
QCOM
+$14.8M

Sector Composition

1 Technology 23.05%
2 Healthcare 14.06%
3 Industrials 13.19%
4 Financials 12.71%
5 Materials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-6,400
277
-2,154
278
-3,934