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
$1.73B
AUM Growth
+$85.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$18.7M
3
+$13.5M
4
BR icon
Broadridge
BR
+$9.29M
5
LMT icon
Lockheed Martin
LMT
+$7.67M

Top Sells

1
+$19.6M
2
+$18.4M
3
+$11.3M
4
NVO icon
Novo Nordisk
NVO
+$9.15M
5
PEP icon
PepsiCo
PEP
+$8.98M

Sector Composition

1 Technology 17.39%
2 Healthcare 13.53%
3 Industrials 13.16%
4 Financials 12.62%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.31M 0.31%
36,668
-6,761
77
$5.26M 0.3%
25,732
-565
78
$5.22M 0.3%
65,224
-6,153
79
$4.93M 0.29%
90,112
-3,093
80
$4.87M 0.28%
58,001
-892
81
$4.68M 0.27%
55,670
-893
82
$4.49M 0.26%
67,256
-2,290
83
$4.48M 0.26%
36,007
-147,712
84
$4.47M 0.26%
15,210
-98
85
$4.36M 0.25%
33,282
-68,471
86
$4.18M 0.24%
20,322
-1,480
87
$3.75M 0.22%
51,509
-7,554
88
$3.59M 0.21%
123,886
-271
89
$3.59M 0.21%
31,161
-2,795
90
$3.48M 0.2%
42,485
-3,162
91
$3.19M 0.18%
181,243
+3,994
92
$3.15M 0.18%
22,547
-435
93
$3.13M 0.18%
16,973
-692
94
$3.1M 0.18%
14,920
-827
95
$2.92M 0.17%
23,665
96
$2.77M 0.16%
16,398
-995
97
$2.69M 0.16%
9,145
-858
98
$2.67M 0.15%
13,815
-567
99
$2.44M 0.14%
47,939
-3,890
100
$2.37M 0.14%
12,009
-325
2 3
4
5 6