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
$2.06B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Sells

1 +$19.2M
2 +$2.99M
3 +$1.39M
4
DOX icon
Amdocs
DOX
+$1.31M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.3M

Sector Composition

1 Technology 24.1%
2 Industrials 14.66%
3 Financials 13%
4 Healthcare 12.46%
5 Materials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-2,320
277
-3,440
278
-7,739
279
-4,683