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
$799M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.82M
3
+$1.35M
4
WAT icon
Waters Corp
WAT
+$1.28M
5
ESL
Esterline Technologies
ESL
+$1.25M

Top Sells

1
+$4.59M
2
+$2.18M
3
+$2.15M
4
YUM icon
Yum! Brands
YUM
+$1.24M
5
DOC icon
Healthpeak Properties
DOC
+$841K

Sector Composition

1 Healthcare 24.51%
2 Technology 10.72%
3 Industrials 10.54%
4 Consumer Staples 10.36%
5 Energy 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.3M 0.29%
+46,700
102
$2.26M 0.28%
40,583
+6,370
103
$2.19M 0.27%
54,506
-30
104
$2.15M 0.27%
12,522
+3,062
105
$2.15M 0.27%
34,491
-30
106
$2.12M 0.27%
46,778
-17,319
107
$2.07M 0.26%
75,289
-367
108
$2.05M 0.26%
23,757
-1,273
109
$1.95M 0.24%
46,884
-567
110
$1.9M 0.24%
22,415
-400
111
$1.89M 0.24%
9,158
+3,167
112
$1.88M 0.23%
121,872
+6,181
113
$1.88M 0.23%
45,228
-524
114
$1.82M 0.23%
+388,624
115
$1.74M 0.22%
25,965
+1,695
116
$1.73M 0.22%
34,879
-7,364
117
$1.64M 0.21%
49,883
+6,425
118
$1.61M 0.2%
58,878
-1,122
119
$1.52M 0.19%
40,256
-785
120
$1.5M 0.19%
22,118
-264
121
$1.5M 0.19%
41,650
+2,350
122
$1.49M 0.19%
28,830
-1,300
123
$1.46M 0.18%
12,836
-1,163
124
$1.44M 0.18%
27,740
+5,600
125
$1.4M 0.18%
56,735
-2,270
3 4
5
6 7