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
$3.14B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$25.2M
3
+$24.6M
4
RYAN icon
Ryan Specialty Holdings
RYAN
+$20.8M
5
MSCI icon
MSCI
MSCI
+$14.4M

Top Sells

1
+$31.5M
2
+$29.6M
3
+$25.2M
4
BWXT icon
BWX Technologies
BWXT
+$13.7M
5
FICO icon
Fair Isaac
FICO
+$11.5M

Sector Composition

1 Technology 23.65%
2 Industrials 18.37%
3 Financials 16.61%
4 Healthcare 8.07%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18.7M 0.6%
22,486
-6
52
$18.3M 0.58%
63,474
-1,850
53
$18.1M 0.58%
391,056
+15,812
54
$17.2M 0.55%
98,454
+655
55
$17.1M 0.54%
62,236
+1,591
56
$16.8M 0.54%
32,197
-677
57
$16.8M 0.53%
29,904
+25,667
58
$15M 0.48%
74,993
+669
59
$14.1M 0.45%
134,799
+296
60
$13.5M 0.43%
121,711
-325
61
$12.9M 0.41%
97,400
-1,000
62
$12.4M 0.39%
78,465
-707
63
$12M 0.38%
20,606
+376
64
$11.9M 0.38%
28,369
-428
65
$11.7M 0.37%
48,018
+2,328
66
$11.2M 0.36%
29,518
+1,439
67
$10.9M 0.35%
67,161
-1,865
68
$10.9M 0.35%
22,803
+458
69
$10.1M 0.32%
76,545
-180
70
$9.41M 0.3%
19,375
-129
71
$9.26M 0.29%
18,348
-821
72
$9.11M 0.29%
16,382
73
$8.74M 0.28%
6,567
+608
74
$8.62M 0.27%
57,938
-1,223
75
$8.46M 0.27%
168,611
-2,732
1 2
3
4 5