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
$1.44B
AUM Growth
-$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$12.9M
3
+$9.39M
4
VRSN icon
VeriSign
VRSN
+$8.59M
5
SHW icon
Sherwin-Williams
SHW
+$7.24M

Top Sells

1
+$22.6M
2
+$17.6M
3
+$8.43M
4
HD icon
Home Depot
HD
+$6.46M
5
WBA
Walgreens Boots Alliance
WBA
+$6.09M

Sector Composition

1 Healthcare 17%
2 Technology 15.6%
3 Industrials 11.4%
4 Financials 11.27%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.45M 0.17%
25,657
-453
102
$2.37M 0.16%
17,114
-23
103
$2.31M 0.16%
96,865
-5,125
104
$2.25M 0.16%
40,016
+771
105
$2.24M 0.16%
42,844
-6,050
106
$2.18M 0.15%
19,863
+706
107
$2.17M 0.15%
47,177
-16,871
108
$2.05M 0.14%
15,640
-1,017
109
$1.99M 0.14%
6,177
+61
110
$1.9M 0.13%
14,381
-858
111
$1.89M 0.13%
12,790
+25
112
$1.69M 0.12%
37,135
-10,385
113
$1.69M 0.12%
26,545
-9,176
114
$1.54M 0.11%
5,091
-100
115
$1.43M 0.1%
23,945
-805
116
$1.35M 0.09%
36,359
-3,300
117
$1.33M 0.09%
39,219
-33,084
118
$1.26M 0.09%
20,120
+1,415
119
$1.21M 0.08%
39,090
+4,275
120
$1.19M 0.08%
22,844
-4,132
121
$1.18M 0.08%
25,077
-217
122
$1.14M 0.08%
19,968
+3,523
123
$1.1M 0.08%
4,113
-110
124
$1.09M 0.08%
9,602
-360
125
$1.08M 0.08%
50,308
-5,010
3 4
5
6 7