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
$1.82B
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$18M
3
+$11.5M
4
FSV icon
FirstService
FSV
+$9.12M
5
ILMN icon
Illumina
ILMN
+$1.83M

Top Sells

1
+$14.3M
2
+$12.1M
3
+$8.12M
4
PH icon
Parker-Hannifin
PH
+$7.14M
5
HSY icon
Hershey
HSY
+$5.19M

Sector Composition

1 Technology 19%
2 Healthcare 13.67%
3 Industrials 13.4%
4 Financials 12.95%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.2M 0.67%
168,424
+1,863
52
$11.8M 0.65%
48,272
+3,933
53
$11.7M 0.64%
23,316
-43
54
$11.5M 0.63%
+162,281
55
$11.3M 0.62%
90,737
-9,350
56
$11M 0.6%
33,307
+12
57
$10.6M 0.58%
59,518
-99
58
$10.6M 0.58%
96,733
-1,145
59
$10.1M 0.55%
166,568
-1,140
60
$9.55M 0.52%
117,810
+1,293
61
$9.33M 0.51%
80,137
-2,222
62
$9.21M 0.5%
55,587
-2,021
63
$8.87M 0.49%
132,500
+680
64
$8.85M 0.48%
65,008
-3,911
65
$8.77M 0.48%
53,837
+118
66
$7.86M 0.43%
34,702
+2,074
67
$7.74M 0.42%
110,849
-11,316
68
$7.38M 0.4%
399,438
-2,796
69
$7.37M 0.4%
69,444
+1,117
70
$7.21M 0.4%
103,888
-1,917
71
$7.16M 0.39%
39,874
-1,440
72
$6.81M 0.37%
81,247
+805
73
$6.14M 0.34%
26,737
-335
74
$5.99M 0.33%
18,594
+95
75
$5.74M 0.31%
32,617
-2,791
1 2
3
4 5