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
$648M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1 +$64.4M
2 +$23.1M
3 +$20.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$15.7M
5
PG icon
Procter & Gamble
PG
+$13.7M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 24.15%
2 Consumer Staples 11.73%
3 Energy 11.08%
4 Technology 10.95%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$6.38M 0.99%
+92,686
27
$6.08M 0.94%
+263,090
28
$6.06M 0.94%
+87,605
29
$5.99M 0.92%
+148,116
30
$5.98M 0.92%
+272,658
31
$5.96M 0.92%
+134,420
32
$5.77M 0.89%
+283,084
33
$5.66M 0.87%
+125,418
34
$5.47M 0.84%
+64,649
35
$5.35M 0.83%
+85,057
36
$5.31M 0.82%
+163,820
37
$5.29M 0.82%
+62,513
38
$5.28M 0.82%
+44,640
39
$5.23M 0.81%
+102,090
40
$5.15M 0.79%
+128,347
41
$5.11M 0.79%
+123,795
42
$4.98M 0.77%
+155,904
43
$4.79M 0.74%
+58,097
44
$4.53M 0.7%
+90,836
45
$4.52M 0.7%
+67,412
46
$4.37M 0.67%
+137,232
47
$4.34M 0.67%
+86,276
48
$4.27M 0.66%
+45,889
49
$4.24M 0.66%
+52,775
50
$4.18M 0.65%
+142,589