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
$747M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.69M
3
+$2.57M
4
CHKP icon
Check Point Software Technologies
CHKP
+$1.8M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$1.72M

Top Sells

1
+$3.94M
2
+$2.75M
3
+$1.57M
4
ABT icon
Abbott
ABT
+$1.39M
5
PEP icon
PepsiCo
PEP
+$1.26M

Sector Composition

1 Healthcare 23.79%
2 Industrials 11.17%
3 Energy 11.05%
4 Consumer Staples 10.6%
5 Technology 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.4M 0.99%
269,230
+2,325
27
$7.27M 0.97%
146,202
+15,990
28
$7.24M 0.97%
65,702
+1,019
29
$7.12M 0.95%
71,609
+774
30
$7.11M 0.95%
63,640
+1,232
31
$7.06M 0.95%
86,861
-366
32
$6.76M 0.9%
188,828
-2,880
33
$6.62M 0.89%
70,929
+12,970
34
$6.39M 0.86%
149,324
+10,881
35
$6.34M 0.85%
151,539
+265
36
$6.28M 0.84%
88,611
-3,763
37
$6.26M 0.84%
63,852
-11,919
38
$6.07M 0.81%
67,973
+596
39
$5.97M 0.8%
118,451
+16,558
40
$5.95M 0.8%
145,520
+15,714
41
$5.79M 0.77%
242,064
-4,644
42
$5.71M 0.76%
48,005
+800
43
$5.64M 0.75%
104,448
+25,924
44
$5.48M 0.73%
240,190
-5,380
45
$5.41M 0.72%
146,432
+7,320
46
$5.23M 0.7%
80,658
+3,749
47
$5.13M 0.69%
70,635
-2,520
48
$5.12M 0.68%
68,003
+2,798
49
$5.11M 0.68%
101,005
+74,219
50
$4.95M 0.66%
37,823
+1,505
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