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
$648M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$64.4M
2
+$23.1M
3
+$20.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$15.7M
5
PG icon
Procter & Gamble
PG
+$13.7M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 24.15%
2 Consumer Staples 11.73%
3 Energy 11.08%
4 Technology 10.95%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.43M 0.38%
+20,420
77
$2.4M 0.37%
+53,658
78
$2.33M 0.36%
+68,345
79
$2.29M 0.35%
+85,475
80
$2.28M 0.35%
+50,951
81
$2.27M 0.35%
+78,040
82
$2.26M 0.35%
+25,103
83
$2.19M 0.34%
+70,596
84
$2.18M 0.34%
+25,241
85
$2.12M 0.33%
+62,423
86
$2.07M 0.32%
+34,010
87
$2.07M 0.32%
+31,777
88
$2.06M 0.32%
+58,440
89
$2.01M 0.31%
+81,114
90
$1.97M 0.3%
+52,059
91
$1.95M 0.3%
+48,913
92
$1.93M 0.3%
+112,987
93
$1.92M 0.3%
+28,748
94
$1.86M 0.29%
+36,397
95
$1.84M 0.28%
+21,753
96
$1.8M 0.28%
+37,046
97
$1.79M 0.28%
+27,150
98
$1.76M 0.27%
+21,052
99
$1.75M 0.27%
+36,372
100
$1.72M 0.27%
+19,044
2 3
4
5 6