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
$1.44B
AUM Growth
-$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$12.9M
3
+$9.39M
4
VRSN icon
VeriSign
VRSN
+$8.59M
5
SHW icon
Sherwin-Williams
SHW
+$7.24M

Top Sells

1
+$22.6M
2
+$17.6M
3
+$8.43M
4
HD icon
Home Depot
HD
+$6.46M
5
WBA
Walgreens Boots Alliance
WBA
+$6.09M

Sector Composition

1 Healthcare 17%
2 Technology 15.6%
3 Industrials 11.4%
4 Financials 11.27%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.9M 1.1%
646,005
+6,115
27
$15.5M 1.08%
612,148
-694,483
28
$15.4M 1.06%
141,319
+12,879
29
$15.2M 1.05%
108,569
+8,217
30
$15.2M 1.05%
157,713
+18,070
31
$15M 1.04%
452,310
+55,870
32
$14.1M 0.98%
64,155
+5,964
33
$14M 0.97%
246,119
+17,013
34
$13.9M 0.96%
130,315
+5,375
35
$13.9M 0.96%
222,192
-24,704
36
$13.6M 0.94%
103,973
-12,952
37
$13.3M 0.92%
153,388
-39,964
38
$12.9M 0.89%
+307,476
39
$12.8M 0.89%
426,079
-20,168
40
$12.8M 0.89%
154,167
+27,468
41
$12.6M 0.87%
35,717
-5,693
42
$12.3M 0.85%
180,888
+10,401
43
$11.6M 0.8%
224,260
-7,780
44
$11.4M 0.79%
103,634
-2,120
45
$11.1M 0.77%
103,450
-1,740
46
$11.1M 0.77%
82,702
-1,656
47
$11M 0.76%
526,493
+285,004
48
$10.8M 0.75%
76,420
+7,188
49
$10.7M 0.74%
84,628
-3,218
50
$10.4M 0.72%
152,849
-3,500
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