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
$2.67B
AUM Growth
-$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$18.3M
3
+$6.29M
4
KVUE icon
Kenvue
KVUE
+$4.84M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.16M

Top Sells

1
+$11.5M
2
+$9.88M
3
+$4.82M
4
AVTR icon
Avantor
AVTR
+$3.99M
5
DG icon
Dollar General
DG
+$3.87M

Sector Composition

1 Technology 23.85%
2 Industrials 17.43%
3 Financials 14.17%
4 Healthcare 8.9%
5 Materials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.43M 0.09%
10,567
-298
127
$2.28M 0.09%
23,843
-3,255
128
$2.23M 0.08%
60,226
129
$2.18M 0.08%
4,244
+107
130
$2.17M 0.08%
23,756
+39
131
$2.12M 0.08%
21,967
+450
132
$2.08M 0.08%
14,584
-2,646
133
$1.97M 0.07%
40,000
-10,000
134
$1.95M 0.07%
17,521
+291
135
$1.92M 0.07%
34,327
-724
136
$1.89M 0.07%
45,988
-22
137
$1.89M 0.07%
22,702
-850
138
$1.88M 0.07%
26,388
-1,479
139
$1.82M 0.07%
35,023
-349
140
$1.77M 0.07%
7,212
141
$1.74M 0.07%
19,629
-2,476
142
$1.69M 0.06%
25,700
143
$1.68M 0.06%
20,908
-377
144
$1.64M 0.06%
37,660
-15,340
145
$1.59M 0.06%
3
146
$1.53M 0.06%
18,320
-615
147
$1.49M 0.06%
18,386
-3,803
148
$1.46M 0.05%
148,523
-2,715
149
$1.45M 0.05%
13,730
-489
150
$1.35M 0.05%
19,489
-540
4 5
6
7 8