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
$1.73B
AUM Growth
+$85.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$18.7M
3
+$13.5M
4
BR icon
Broadridge
BR
+$9.29M
5
LMT icon
Lockheed Martin
LMT
+$7.67M

Top Sells

1
+$19.6M
2
+$18.4M
3
+$11.3M
4
NVO icon
Novo Nordisk
NVO
+$9.15M
5
PEP icon
PepsiCo
PEP
+$8.98M

Sector Composition

1 Technology 17.39%
2 Healthcare 13.53%
3 Industrials 13.16%
4 Financials 12.62%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.1M 1.16%
134,677
-1,056
27
$19.9M 1.15%
209,700
-920
28
$19.1M 1.11%
+653,042
29
$18.9M 1.09%
145,028
+1,275
30
$18.9M 1.09%
248,133
-5,068
31
$18.7M 1.08%
+482,836
32
$17.5M 1.01%
178,877
+504
33
$16.5M 0.95%
244,151
-2,817
34
$16.3M 0.94%
66,925
-46,107
35
$16.3M 0.94%
181,463
+16,455
36
$16.2M 0.94%
120,797
+1,281
37
$15.5M 0.9%
63,049
-1,987
38
$15.2M 0.88%
147,438
+2,954
39
$15.1M 0.87%
320,546
+1,194
40
$14.6M 0.84%
192,258
+5,958
41
$13.6M 0.79%
82,178
-6,699
42
$13.1M 0.76%
277,140
+14,370
43
$13.1M 0.76%
75,832
-1,729
44
$12.7M 0.73%
326,660
-25,490
45
$12.6M 0.73%
409,620
+4,608
46
$12.1M 0.7%
484,611
-785,050
47
$11.9M 0.69%
136,846
-2,735
48
$11.7M 0.68%
216,840
-2,760
49
$11.2M 0.65%
102,580
-3,813
50
$11.2M 0.65%
40,885
+384
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