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
$799M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.82M
3
+$1.35M
4
WAT icon
Waters Corp
WAT
+$1.28M
5
ESL
Esterline Technologies
ESL
+$1.25M

Top Sells

1
+$4.59M
2
+$2.18M
3
+$2.15M
4
YUM icon
Yum! Brands
YUM
+$1.24M
5
DOC icon
Healthpeak Properties
DOC
+$841K

Sector Composition

1 Healthcare 24.51%
2 Technology 10.72%
3 Industrials 10.54%
4 Consumer Staples 10.36%
5 Energy 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.52M 0.44%
189,260
+26,440
77
$3.49M 0.44%
14,783
+2,827
78
$3.46M 0.43%
71,043
+7,335
79
$3.46M 0.43%
163,467
+10,187
80
$3.46M 0.43%
122,430
+16,396
81
$3.35M 0.42%
21,831
-3,957
82
$3.32M 0.42%
36,022
-397
83
$3.31M 0.41%
68,685
+1,002
84
$3.27M 0.41%
57,765
-21,938
85
$3.27M 0.41%
43,337
+1,240
86
$3.06M 0.38%
44,624
+3,330
87
$3.05M 0.38%
47,330
+300
88
$3.03M 0.38%
23,400
89
$3.01M 0.38%
24,711
+90
90
$2.96M 0.37%
41,700
-4,674
91
$2.9M 0.36%
75,198
-5,730
92
$2.83M 0.35%
58,317
+625
93
$2.77M 0.35%
24,250
+2,560
94
$2.77M 0.35%
32,866
-1,246
95
$2.76M 0.35%
35,388
-87
96
$2.71M 0.34%
30,883
+125
97
$2.51M 0.31%
78,562
-474
98
$2.48M 0.31%
37,589
+3,720
99
$2.47M 0.31%
55,820
+1,310
100
$2.35M 0.29%
57,535
+7,535
2 3
4
5 6