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
$666M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$969K
3
+$870K
4
MON
Monsanto Co
MON
+$776K
5
SRPT icon
Sarepta Therapeutics
SRPT
+$598K

Top Sells

1
+$1.86M
2
+$1.07M
3
+$960K
4
INTC icon
Intel
INTC
+$952K
5
ZTS icon
Zoetis
ZTS
+$744K

Sector Composition

1 Healthcare 23.95%
2 Consumer Staples 11.3%
3 Industrials 11.24%
4 Energy 10.97%
5 Technology 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.52M 0.38%
47,955
-1,297
77
$2.5M 0.38%
54,083
+425
78
$2.43M 0.37%
52,071
+1,120
79
$2.43M 0.37%
18,968
-1,452
80
$2.43M 0.37%
75,148
+1,210
81
$2.38M 0.36%
33,905
-105
82
$2.35M 0.35%
25,761
+520
83
$2.32M 0.35%
70,465
-131
84
$2.23M 0.34%
27,930
-5,889
85
$2.21M 0.33%
86,584
+1,109
86
$2.2M 0.33%
125,767
+12,780
87
$2.17M 0.33%
68,315
-30
88
$2.16M 0.32%
67,468
+5,045
89
$2.11M 0.32%
36,406
-640
90
$2.07M 0.31%
31,432
-345
91
$2.06M 0.31%
28,537
-211
92
$2.04M 0.31%
26,535
-615
93
$2M 0.3%
35,522
-850
94
$1.99M 0.3%
31,290
-220
95
$1.96M 0.29%
19,758
+714
96
$1.95M 0.29%
79,239
-1,875
97
$1.91M 0.29%
20,758
-995
98
$1.89M 0.28%
67,174
+260
99
$1.88M 0.28%
120,200
+7,500
100
$1.8M 0.27%
23,400
2 3
4
5 6