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
$729M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.82M
3
+$1.52M
4
CTSH icon
Cognizant
CTSH
+$1.35M
5
ADBE icon
Adobe
ADBE
+$1.32M

Top Sells

1
+$6.75M
2
+$3.67M
3
+$1.31M
4
CTXS
Citrix Systems Inc
CTXS
+$1.15M
5
TGT icon
Target
TGT
+$1.12M

Sector Composition

1 Healthcare 22.98%
2 Industrials 11.55%
3 Energy 11.36%
4 Consumer Staples 10.91%
5 Technology 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.72M 0.65%
36,318
+2,062
52
$4.68M 0.64%
75,570
+407
53
$4.67M 0.64%
73,725
-17,738
54
$4.54M 0.62%
245,570
+7,100
55
$4.53M 0.62%
45,263
-42
56
$4.37M 0.6%
78,524
+5,988
57
$4.36M 0.6%
68,881
-390
58
$4.26M 0.58%
36,592
+1,195
59
$3.92M 0.54%
34,404
+1,780
60
$3.85M 0.53%
78,308
-332
61
$3.76M 0.52%
67,412
+3,255
62
$3.7M 0.51%
69,066
+2,615
63
$3.68M 0.5%
35,673
+4,717
64
$3.68M 0.5%
44,639
+2,862
65
$3.6M 0.49%
66,218
+33,393
66
$3.55M 0.49%
75,916
+2,004
67
$3.37M 0.46%
80,638
-3,180
68
$3.25M 0.45%
97,196
+14,996
69
$3.22M 0.44%
27,206
+215
70
$3.21M 0.44%
46,544
+15,254
71
$3.16M 0.43%
42,103
-1,931
72
$3.15M 0.43%
20,908
+525
73
$3.04M 0.42%
34,834
+700
74
$2.93M 0.4%
55,156
+1,073
75
$2.91M 0.4%
24,508
+1,168
1 2
3
4 5