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
326
$201K 0.01%
+4,275
327
$153K ﹤0.01%
+17,557
328
$26.9K ﹤0.01%
107,659
329
-4
330
-2,628
331
-8,408
332
0
333
-1,041