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
$1.27B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$7.13M
3
+$4.65M
4
WBA
Walgreens Boots Alliance
WBA
+$3.74M
5
SHW icon
Sherwin-Williams
SHW
+$2.92M

Top Sells

1
+$20.8M
2
+$8.73M
3
+$6.86M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$5.77M
5
PFE icon
Pfizer
PFE
+$4.51M

Sector Composition

1 Healthcare 15.65%
2 Technology 12.27%
3 Industrials 9.96%
4 Consumer Staples 9.73%
5 Financials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.04M 0.32%
105,168
+18,720
102
$4.03M 0.32%
33,617
-20
103
$3.96M 0.31%
70,721
-47,805
104
$3.89M 0.31%
42,547
-1,041
105
$3.85M 0.3%
83,319
+24,563
106
$3.82M 0.3%
48,068
-205
107
$3.79M 0.3%
39,654
+30,512
108
$3.77M 0.3%
79,445
-665
109
$3.73M 0.29%
30,682
-923
110
$3.67M 0.29%
84,635
+2,547
111
$3.49M 0.28%
48,375
-7,665
112
$3.48M 0.27%
95,830
-1,863
113
$3.45M 0.27%
78,134
-26,902
114
$3.4M 0.27%
50,881
-17,078
115
$3.37M 0.27%
62,700
+53,313
116
$3.29M 0.26%
53,260
-51,533
117
$3.21M 0.25%
20,244
-721
118
$3.17M 0.25%
14,189
-1,579
119
$3.15M 0.25%
135,629
-28,108
120
$3.14M 0.25%
114,855
+18,910
121
$3.04M 0.24%
87,412
-4,690
122
$3.02M 0.24%
26,490
-3,587
123
$3.01M 0.24%
74,061
-5,290
124
$2.98M 0.24%
71,985
-1,945
125
$2.92M 0.23%
+32,622
3 4
5
6 7