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
276
$356K 0.01%
3,899
+21
277
$355K 0.01%
3,671
-693
278
$351K 0.01%
22,811
279
$349K 0.01%
2,560
-357
280
$348K 0.01%
8,124
281
$335K 0.01%
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-50
282
$330K 0.01%
951
283
$327K 0.01%
4,487
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284
$326K 0.01%
1,725
285
$326K 0.01%
586
286
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287
$316K 0.01%
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288
$313K 0.01%
5,854
289
$312K 0.01%
+5,774
290
$312K 0.01%
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291
$309K 0.01%
4,414
292
$306K 0.01%
13,296
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293
$302K 0.01%
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294
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5,523
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295
$295K 0.01%
11,250
296
$274K 0.01%
5,451
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297
$268K 0.01%
756
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298
$262K 0.01%
3,281
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299
$256K 0.01%
1,968
300
$256K 0.01%
3,197
10 11
12
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