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
126
$1.05M 0.07%
8,951
-3,148
127
$1.02M 0.07%
26,785
-23,206
128
$979K 0.07%
21,424
-3,244
129
$973K 0.07%
6,622
130
$959K 0.07%
7,906
+2,025
131
$946K 0.07%
6,169
-1,569
132
$927K 0.06%
20,714
-396
133
$918K 0.06%
3
-1
134
$909K 0.06%
19,671
-230
135
$897K 0.06%
19,574
-10,000
136
$870K 0.06%
12,728
-89,077
137
$847K 0.06%
19,561
-1,908
138
$818K 0.06%
49,000
-1,000
139
$795K 0.06%
9,115
-1,070
140
$795K 0.06%
11,420
-1,300
141
$765K 0.05%
7,037
-392
142
$745K 0.05%
21,500
143
$739K 0.05%
9,267
+257
144
$732K 0.05%
17,148
-705
145
$702K 0.05%
7,719
-890
146
$692K 0.05%
15,181
-2,672
147
$688K 0.05%
10,300
-7,329
148
$671K 0.05%
4,755
-695
149
$665K 0.05%
7,198
-440
150
$661K 0.05%
5,709
+954
4 5
6
7 8