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
$1.73B
AUM Growth
+$85.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$18.7M
3
+$13.5M
4
BR icon
Broadridge
BR
+$9.29M
5
LMT icon
Lockheed Martin
LMT
+$7.67M

Top Sells

1
+$19.6M
2
+$18.4M
3
+$11.3M
4
NVO icon
Novo Nordisk
NVO
+$9.15M
5
PEP icon
PepsiCo
PEP
+$8.98M

Sector Composition

1 Technology 17.39%
2 Healthcare 13.53%
3 Industrials 13.16%
4 Financials 12.62%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.04M 0.06%
7,818
-334
127
$1.01M 0.06%
5,794
-70
128
$955K 0.06%
3
129
$914K 0.05%
6,932
-217
130
$899K 0.05%
9,010
131
$895K 0.05%
17,074
-310
132
$885K 0.05%
19,507
-2,550
133
$885K 0.05%
23,000
134
$872K 0.05%
20,507
+367
135
$831K 0.05%
4,498
-410
136
$820K 0.05%
10,580
137
$800K 0.05%
6,006
-1,850
138
$780K 0.05%
13,800
-1,400
139
$769K 0.04%
2,943
+140
140
$768K 0.04%
11,262
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141
$764K 0.04%
5,565
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142
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8,370
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143
$668K 0.04%
3,091
144
$663K 0.04%
10,925
-100
145
$659K 0.04%
12,454
146
$646K 0.04%
5,640
+100
147
$641K 0.04%
6,578
-307
148
$628K 0.04%
6,225
-338
149
$622K 0.04%
21,540
150
$593K 0.03%
6,499
-1,089
4 5
6
7 8