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
$747M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.69M
3
+$2.57M
4
CHKP icon
Check Point Software Technologies
CHKP
+$1.8M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$1.72M

Top Sells

1
+$3.94M
2
+$2.75M
3
+$1.57M
4
ABT icon
Abbott
ABT
+$1.39M
5
PEP icon
PepsiCo
PEP
+$1.26M

Sector Composition

1 Healthcare 23.79%
2 Industrials 11.17%
3 Energy 11.05%
4 Consumer Staples 10.6%
5 Technology 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.95M 0.66%
103,994
+25,686
52
$4.88M 0.65%
69,995
+1,114
53
$4.68M 0.63%
86,395
-3,032
54
$4.66M 0.62%
44,068
-1,195
55
$4.58M 0.61%
37,089
+2,685
56
$4.38M 0.59%
113,170
-7,867
57
$4.36M 0.58%
65,094
-10,476
58
$4.32M 0.58%
72,473
+3,407
59
$4.15M 0.56%
73,717
+6,305
60
$4.09M 0.55%
35,922
-670
61
$3.99M 0.53%
65,997
-7,728
62
$3.9M 0.52%
151,290
-152,627
63
$3.88M 0.52%
37,024
+1,351
64
$3.85M 0.51%
56,875
+26,578
65
$3.61M 0.48%
60,949
-5,269
66
$3.57M 0.48%
45,148
+509
67
$3.54M 0.47%
21,032
+124
68
$3.52M 0.47%
69,509
+53,050
69
$3.45M 0.46%
109,396
+12,200
70
$3.44M 0.46%
71,507
-4,409
71
$3.42M 0.46%
42,013
-90
72
$3.39M 0.45%
47,816
+21,218
73
$3.36M 0.45%
45,993
-551
74
$3.12M 0.42%
23,729
-3,477
75
$3M 0.4%
54,525
+3,370
1 2
3
4 5