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
$3.14B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$25.2M
3
+$24.6M
4
RYAN icon
Ryan Specialty Holdings
RYAN
+$20.8M
5
MSCI icon
MSCI
MSCI
+$14.4M

Top Sells

1
+$31.5M
2
+$29.6M
3
+$25.2M
4
BWXT icon
BWX Technologies
BWXT
+$13.7M
5
FICO icon
Fair Isaac
FICO
+$11.5M

Sector Composition

1 Technology 23.65%
2 Industrials 18.37%
3 Financials 16.61%
4 Healthcare 8.07%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.26M 0.26%
45,210
-99
77
$8.14M 0.26%
18,337
-103
78
$8.02M 0.26%
32,094
-1,592
79
$7.73M 0.25%
149,728
+8,113
80
$7.63M 0.24%
53,736
-460
81
$7.52M 0.24%
128,504
+11,760
82
$7.49M 0.24%
28,829
+909
83
$7.23M 0.23%
63,628
-1,730
84
$7.09M 0.23%
44,958
+3,029
85
$7.03M 0.22%
60,452
-931
86
$6.97M 0.22%
23,152
-1,180
87
$6.91M 0.22%
84,447
+3,644
88
$6.85M 0.22%
19,151
-1,295
89
$6.8M 0.22%
38,845
-1,524
90
$6.43M 0.2%
100,567
-4,788
91
$6.03M 0.19%
7,304
-38,141
92
$6M 0.19%
75,121
-2,240
93
$5.93M 0.19%
28,199
-213
94
$5.86M 0.19%
9,010
+5
95
$5.81M 0.18%
17,224
-1,181
96
$5.62M 0.18%
30,861
-20
97
$5.58M 0.18%
43,445
+675
98
$5.45M 0.17%
143,808
-9,256
99
$5.38M 0.17%
36,665
-350
100
$5.07M 0.16%
20,609
+125
2 3
4
5 6