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
$1.44B
AUM Growth
-$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$12.9M
3
+$9.39M
4
VRSN icon
VeriSign
VRSN
+$8.59M
5
SHW icon
Sherwin-Williams
SHW
+$7.24M

Top Sells

1
+$22.6M
2
+$17.6M
3
+$8.43M
4
HD icon
Home Depot
HD
+$6.46M
5
WBA
Walgreens Boots Alliance
WBA
+$6.09M

Sector Composition

1 Healthcare 17%
2 Technology 15.6%
3 Industrials 11.4%
4 Financials 11.27%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.78M 0.4%
84,430
-36,045
77
$5.48M 0.38%
73,961
-1,758
78
$5.2M 0.36%
71,259
-1,015
79
$5.01M 0.35%
383,512
+19,260
80
$4.75M 0.33%
19,006
-738
81
$4.69M 0.32%
29,637
-5,040
82
$4.41M 0.31%
73,794
-2,037
83
$4.1M 0.28%
56,734
-1,641
84
$3.9M 0.27%
89,935
-3,844
85
$3.86M 0.27%
19,823
-2,884
86
$3.8M 0.26%
38,766
-3,113
87
$3.7M 0.26%
14,698
-2,238
88
$3.65M 0.25%
23,286
-415
89
$3.65M 0.25%
16,302
-304
90
$3.29M 0.23%
53,521
-33,229
91
$3.25M 0.23%
85,560
-990
92
$3.14M 0.22%
46,834
+1
93
$3.04M 0.21%
64,797
-2,942
94
$2.94M 0.2%
16,537
-670
95
$2.77M 0.19%
42,340
+185
96
$2.77M 0.19%
117,235
-93,707
97
$2.75M 0.19%
46,783
-1,920
98
$2.63M 0.18%
31,403
-1,630
99
$2.59M 0.18%
41,069
100
$2.56M 0.18%
54,160
-3,532
2 3
4
5 6