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
$1.44B
AUM Growth
-$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$12.9M
3
+$9.39M
4
VRSN icon
VeriSign
VRSN
+$8.59M
5
SHW icon
Sherwin-Williams
SHW
+$7.24M

Top Sells

1
+$22.6M
2
+$17.6M
3
+$8.43M
4
HD icon
Home Depot
HD
+$6.46M
5
WBA
Walgreens Boots Alliance
WBA
+$6.09M

Sector Composition

1 Healthcare 17%
2 Technology 15.6%
3 Industrials 11.4%
4 Financials 11.27%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.3M 0.72%
448,676
+25,370
52
$10.2M 0.71%
110,820
-5,941
53
$10M 0.69%
128,706
-5,726
54
$9.71M 0.67%
134,727
+9,422
55
$9.61M 0.67%
36,698
-1,588
56
$9.32M 0.65%
23,717
-10,120
57
$9.3M 0.64%
214,080
-9,252
58
$9.24M 0.64%
66,609
+22,047
59
$8.83M 0.61%
150,788
+23,893
60
$8.68M 0.6%
137,760
+39,383
61
$8.53M 0.59%
38,973
+2,339
62
$8.48M 0.59%
620,916
+44,488
63
$8.43M 0.58%
37,238
-2,035
64
$8.37M 0.58%
52,543
-8,465
65
$8.02M 0.56%
96,400
-5,857
66
$7.14M 0.49%
136,660
+900
67
$6.86M 0.48%
33,586
+2,770
68
$6.62M 0.46%
81,118
-59,829
69
$6.43M 0.45%
70,373
-896
70
$6.4M 0.44%
53,589
-10,233
71
$6.26M 0.43%
90,248
-16,598
72
$5.92M 0.41%
46,686
-1,935
73
$5.9M 0.41%
39,530
+333
74
$5.84M 0.4%
63,367
-7,185
75
$5.82M 0.4%
44,474
-2,296
1 2
3
4 5