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
126
$2.91M 0.23%
62,442
-4,720
127
$2.9M 0.23%
26,879
-115
128
$2.84M 0.22%
75,654
-10,772
129
$2.84M 0.22%
37,568
-2,315
130
$2.82M 0.22%
19,973
-410
131
$2.76M 0.22%
36,290
+9,379
132
$2.71M 0.21%
70,509
-6,144
133
$2.67M 0.21%
31,318
+190
134
$2.58M 0.2%
34,856
+1,209
135
$2.52M 0.2%
119,485
+1,037
136
$2.51M 0.2%
21,400
-2,460
137
$2.5M 0.2%
21,351
-816
138
$2.29M 0.18%
17,325
-2,431
139
$2.28M 0.18%
21,686
-2,392
140
$2.27M 0.18%
21,540
-416
141
$2.26M 0.18%
32,441
-356
142
$2.24M 0.18%
74,162
-921
143
$1.93M 0.15%
10,870
-7,423
144
$1.9M 0.15%
75,370
-450
145
$1.86M 0.15%
8,324
-8,470
146
$1.79M 0.14%
24,356
+2,194
147
$1.73M 0.14%
38,644
-2,238
148
$1.71M 0.13%
12,786
-23
149
$1.7M 0.13%
30,737
-188
150
$1.7M 0.13%
35,824
-8,876
4 5
6
7 8