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
$1.27B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$7.13M
3
+$4.65M
4
WBA
Walgreens Boots Alliance
WBA
+$3.74M
5
SHW icon
Sherwin-Williams
SHW
+$2.92M

Top Sells

1
+$20.8M
2
+$8.73M
3
+$6.86M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$5.77M
5
PFE icon
Pfizer
PFE
+$4.51M

Sector Composition

1 Healthcare 15.65%
2 Technology 12.27%
3 Industrials 9.96%
4 Consumer Staples 9.73%
5 Financials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.91M 0.47%
46,183
+1,330
77
$5.87M 0.46%
85,388
-2,020
78
$5.69M 0.45%
256,670
-1,570
79
$5.67M 0.45%
151,260
-2,600
80
$5.67M 0.45%
102,892
-10,376
81
$5.65M 0.45%
66,293
-1,892
82
$5.51M 0.43%
210,549
-20,130
83
$5.44M 0.43%
109,841
-20,124
84
$5.4M 0.43%
101,912
+16,309
85
$5.33M 0.42%
134,580
+4,780
86
$5.33M 0.42%
51,366
-1,325
87
$5.3M 0.42%
63,189
-872
88
$5.29M 0.42%
73,908
-13,821
89
$5.14M 0.41%
62,094
+45,161
90
$5.12M 0.4%
31,386
-1,870
91
$4.67M 0.37%
71,363
-197
92
$4.61M 0.36%
260,890
+21,280
93
$4.61M 0.36%
55,190
+5,545
94
$4.57M 0.36%
51,206
+1,190
95
$4.56M 0.36%
78,351
+20,255
96
$4.45M 0.35%
115,806
-14,922
97
$4.34M 0.34%
86,383
+2,128
98
$4.27M 0.34%
5,405
+343
99
$4.12M 0.32%
28,145
-3,325
100
$4.11M 0.32%
38,856
-3,732
2 3
4
5 6