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
$1.27B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$7.13M
3
+$4.65M
4
WBA
Walgreens Boots Alliance
WBA
+$3.74M
5
SHW icon
Sherwin-Williams
SHW
+$2.92M

Top Sells

1
+$20.8M
2
+$8.73M
3
+$6.86M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$5.77M
5
PFE icon
Pfizer
PFE
+$4.51M

Sector Composition

1 Healthcare 15.65%
2 Technology 12.27%
3 Industrials 9.96%
4 Consumer Staples 9.73%
5 Financials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.31M 0.66%
707,380
+25,956
52
$8.19M 0.65%
274,072
-332
53
$8.14M 0.64%
246,140
+1,300
54
$8.09M 0.64%
129,140
-8,001
55
$8.03M 0.63%
77,298
-1,145
56
$7.83M 0.62%
90,670
-5,877
57
$7.8M 0.62%
74,442
-60
58
$7.77M 0.61%
189,313
+13,535
59
$7.63M 0.6%
221,014
-4,892
60
$7.21M 0.57%
61,481
-895
61
$7.04M 0.56%
67,105
-319
62
$6.99M 0.55%
88,042
-922
63
$6.87M 0.54%
258,200
+40,770
64
$6.76M 0.53%
27,053
+1,541
65
$6.5M 0.51%
94,185
-3,734
66
$6.48M 0.51%
54,356
+10,724
67
$6.47M 0.51%
116,003
-8,862
68
$6.45M 0.51%
157,031
-15,348
69
$6.41M 0.51%
126,191
-4,070
70
$6.22M 0.49%
90,093
+1,351
71
$6.14M 0.48%
171,601
+3,225
72
$6.1M 0.48%
113,318
-5,440
73
$6.09M 0.48%
48,910
+1,918
74
$6.05M 0.48%
58,754
-2,322
75
$5.93M 0.47%
330,664
-30,068
1 2
3
4 5