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
$648M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$64.4M
2
+$23.1M
3
+$20.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$15.7M
5
PG icon
Procter & Gamble
PG
+$13.7M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 24.15%
2 Consumer Staples 11.73%
3 Energy 11.08%
4 Technology 10.95%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.96M 0.61%
+92,998
52
$3.94M 0.61%
+76,003
53
$3.83M 0.59%
+70,345
54
$3.83M 0.59%
+33,248
55
$3.66M 0.56%
+235,990
56
$3.6M 0.56%
+26,645
57
$3.56M 0.55%
+31,800
58
$3.41M 0.53%
+140,204
59
$3.41M 0.53%
+59,469
60
$3.33M 0.51%
+77,268
61
$3.32M 0.51%
+42,842
62
$3.27M 0.51%
+85,028
63
$3.16M 0.49%
+69,132
64
$3.07M 0.47%
+20,033
65
$2.99M 0.46%
+46,279
66
$2.98M 0.46%
+30,209
67
$2.96M 0.46%
+61,622
68
$2.89M 0.45%
+33,819
69
$2.87M 0.44%
+55,844
70
$2.76M 0.43%
+27,962
71
$2.75M 0.42%
+49,252
72
$2.69M 0.42%
+31,084
73
$2.63M 0.41%
+85,800
74
$2.62M 0.4%
+39,515
75
$2.6M 0.4%
+73,938
1 2
3
4 5