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
126
$1.35M 0.17%
+1,983
127
$1.3M 0.16%
21,790
+4,810
128
$1.29M 0.16%
31,559
-4,869
129
$1.29M 0.16%
20,044
-3,350
130
$1.28M 0.16%
+10,291
131
$1.28M 0.16%
17,361
-131
132
$1.25M 0.16%
+10,955
133
$1.25M 0.16%
12,915
+590
134
$1.2M 0.15%
21,873
-464
135
$1.18M 0.15%
36,065
-928
136
$1.16M 0.15%
12,440
+4,030
137
$1.16M 0.15%
13,119
-3,264
138
$1.1M 0.14%
18,275
-7,786
139
$1.08M 0.14%
9,902
-125
140
$1.08M 0.14%
18,900
-3,185
141
$1.08M 0.13%
24,895
+1,107
142
$1.05M 0.13%
29,699
-9,705
143
$1.04M 0.13%
8,374
+200
144
$905K 0.11%
19,364
-6,583
145
$894K 0.11%
8,527
+150
146
$876K 0.11%
21,104
147
$830K 0.1%
+11,875
148
$817K 0.1%
19,560
+975
149
$789K 0.1%
24,306
-4,899
150
$788K 0.1%
8,975
4 5
6
7 8