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
$1.27B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$7.13M
3
+$4.65M
4
WBA
Walgreens Boots Alliance
WBA
+$3.74M
5
SHW icon
Sherwin-Williams
SHW
+$2.92M

Top Sells

1
+$20.8M
2
+$8.73M
3
+$6.86M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$5.77M
5
PFE icon
Pfizer
PFE
+$4.51M

Sector Composition

1 Healthcare 15.65%
2 Technology 12.27%
3 Industrials 9.96%
4 Consumer Staples 9.73%
5 Financials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 0.91%
1,656,272
+277,360
27
$11.3M 0.89%
137,309
-4,525
28
$11.3M 0.89%
129,616
+4,542
29
$11.3M 0.89%
197,248
+9,890
30
$11.2M 0.89%
271,505
+54,711
31
$11.1M 0.88%
29,271
+1,700
32
$11M 0.87%
497,575
+7,058
33
$10.8M 0.85%
104,593
+24,875
34
$10.7M 0.85%
164,763
-619
35
$10.7M 0.84%
182,298
-4,410
36
$10.1M 0.8%
87,516
+2,032
37
$9.55M 0.75%
107,596
+14,090
38
$9.5M 0.75%
172,078
+11,316
39
$9.41M 0.74%
119,305
-7,013
40
$9.33M 0.74%
69,425
+9,223
41
$9.29M 0.73%
98,587
+11,505
42
$9.03M 0.71%
73,765
-670
43
$8.96M 0.71%
60,515
+10,211
44
$8.8M 0.69%
156,714
-2,592
45
$8.76M 0.69%
132,168
+7,053
46
$8.75M 0.69%
74,685
+1,205
47
$8.7M 0.69%
225,340
+11,320
48
$8.67M 0.68%
132,112
-2,493
49
$8.62M 0.68%
99,295
+4,500
50
$8.37M 0.66%
51,814
+1,260
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