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
$666M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$969K
3 +$870K
4
MON
Monsanto Co
MON
+$776K
5
SRPT icon
Sarepta Therapeutics
SRPT
+$598K

Top Sells

1 +$1.86M
2 +$1.07M
3 +$960K
4
INTC icon
Intel
INTC
+$952K
5
ZTS icon
Zoetis
ZTS
+$744K

Sector Composition

1 Healthcare 23.95%
2 Consumer Staples 11.3%
3 Industrials 11.24%
4 Energy 10.97%
5 Technology 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$6.69M 1.01%
87,740
+135
27
$6.64M 1%
133,080
+7,662
28
$6.47M 0.97%
296,668
+24,010
29
$6.46M 0.97%
125,072
-4,761
30
$6.22M 0.93%
63,053
+540
31
$6.16M 0.93%
135,691
+1,271
32
$6.11M 0.92%
167,886
+4,066
33
$5.89M 0.88%
65,982
+1,333
34
$5.88M 0.88%
70,514
+12,417
35
$5.85M 0.88%
91,463
-1,223
36
$5.8M 0.87%
92,255
-9,835
37
$5.6M 0.84%
145,151
-2,965
38
$5.52M 0.83%
45,448
+808
39
$5.44M 0.82%
150,259
-5,645
40
$5.24M 0.79%
126,915
+3,120
41
$5.06M 0.76%
252,608
-30,476
42
$4.97M 0.75%
136,732
-500
43
$4.78M 0.72%
55,981
+3,206
44
$4.77M 0.72%
75,220
-9,837
45
$4.64M 0.7%
122,562
-5,785
46
$4.62M 0.69%
128,725
-13,864
47
$4.62M 0.69%
89,918
-918
48
$4.4M 0.66%
74,144
+14,675
49
$4.39M 0.66%
94,129
+1,131
50
$4.34M 0.65%
75,163
-840