BFM
Boston Financial Management Portfolio holdings
AUM
$3.31B
This Quarter Return
-12.21%
1 Year Return
+19.39%
3 Year Return
+30.05%
5 Year Return
+107.79%
10 Year Return
+274.52%
AUM
$2.32B
AUM Growth
+$2.32B
(-12%)
Cap. Flow
+$57.4M
Cap. Flow
% of AUM
2.47%
Top 10 Holdings %
Top 10 Hldgs %
30.83%
Holding
301
New
16
Increased
170
Reduced
76
Closed
16
Top Buys
| 1 |
Amazon
AMZN
|
$18.3M |
| 2 |
Ferguson
FERG
|
$14.5M |
| 3 |
Roper Technologies
ROP
|
$11M |
| 4 |
Avantor
AVTR
|
$7.11M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$6.56M |
Top Sells
| 1 |
Costco
COST
|
$11.9M |
| 2 |
ScottsMiracle-Gro
SMG
|
$6.67M |
| 3 |
Guidewire Software
GWRE
|
$5.21M |
| 4 |
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
|
$4.85M |
| 5 |
Sea Limited
SE
|
$4.38M |
Sector Composition
| 1 | Technology | 21.27% |
| 2 | Industrials | 16.18% |
| 3 | Financials | 13.36% |
| 4 | Healthcare | 11.19% |
| 5 | Real Estate | 6.12% |
