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
$1.82B
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$18M
3
+$11.5M
4
FSV icon
FirstService
FSV
+$9.12M
5
ILMN icon
Illumina
ILMN
+$1.83M

Top Sells

1
+$14.3M
2
+$12.1M
3
+$8.12M
4
PH icon
Parker-Hannifin
PH
+$7.14M
5
HSY icon
Hershey
HSY
+$5.19M

Sector Composition

1 Technology 19%
2 Healthcare 13.67%
3 Industrials 13.4%
4 Financials 12.95%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.58M 0.31%
64,329
+572
77
$5.53M 0.3%
54,561
-1,258
78
$4.83M 0.26%
14,857
-33
79
$4.57M 0.25%
59,938
-5,710
80
$4.47M 0.24%
51,439
-1,166
81
$4.42M 0.24%
32,313
-384
82
$4.32M 0.24%
45,789
-894
83
$4.25M 0.23%
120,577
-1,680
84
$4.2M 0.23%
19,990
-587
85
$4.15M 0.23%
86,586
-2,249
86
$4.09M 0.22%
32,836
+4,590
87
$4.07M 0.22%
27,617
-5,401
88
$4.06M 0.22%
16,848
-75
89
$4M 0.22%
33,149
-2,348
90
$3.86M 0.21%
43,549
-3,756
91
$3.61M 0.2%
24,771
-55,776
92
$3.27M 0.18%
22,626
-32
93
$3.18M 0.17%
72,140
+35,209
94
$3.18M 0.17%
9,827
+2,482
95
$2.93M 0.16%
14,821
-416
96
$2.9M 0.16%
48,544
-1,012
97
$2.82M 0.15%
15,619
-894
98
$2.79M 0.15%
22,440
-990
99
$2.58M 0.14%
221,520
-441,304
100
$2.54M 0.14%
7,796
+1,392
2 3
4
5 6