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
$799M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.82M
3
+$1.35M
4
WAT icon
Waters Corp
WAT
+$1.28M
5
ESL
Esterline Technologies
ESL
+$1.25M

Top Sells

1
+$4.59M
2
+$2.18M
3
+$2.15M
4
YUM icon
Yum! Brands
YUM
+$1.24M
5
DOC icon
Healthpeak Properties
DOC
+$841K

Sector Composition

1 Healthcare 24.51%
2 Technology 10.72%
3 Industrials 10.54%
4 Consumer Staples 10.36%
5 Energy 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.38M 1.05%
86,316
-802
27
$8.22M 1.03%
98,572
-1,936
28
$8.06M 1.01%
153,102
-12,592
29
$7.98M 1%
127,910
+14,100
30
$7.82M 0.98%
181,270
+7,286
31
$7.57M 0.95%
132,612
+1,153
32
$7.5M 0.94%
246,885
+24,500
33
$7.41M 0.93%
100,409
-4,564
34
$7.4M 0.93%
122,112
+1,336
35
$7.16M 0.9%
142,798
+1,728
36
$7.16M 0.9%
170,244
+2,550
37
$7.08M 0.89%
87,916
+919
38
$7.03M 0.88%
63,538
-696
39
$6.98M 0.87%
145,444
-1,312
40
$6.78M 0.85%
56,151
+968
41
$6.19M 0.77%
61,187
-2,369
42
$6.14M 0.77%
236,136
+456
43
$6.04M 0.76%
102,294
-4,078
44
$6M 0.75%
224,780
-360
45
$5.88M 0.74%
141,042
-16,985
46
$5.49M 0.69%
70,949
-1,814
47
$5.47M 0.68%
78,825
-2,593
48
$5.39M 0.67%
73,526
+652
49
$5.32M 0.67%
33,267
+557
50
$5.24M 0.66%
68,262
+1,559
1
2
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