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
$648M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1 +$64.4M
2 +$23.1M
3 +$20.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$15.7M
5
PG icon
Procter & Gamble
PG
+$13.7M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 24.15%
2 Consumer Staples 11.73%
3 Energy 11.08%
4 Technology 10.95%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$587K 0.09%
+10,210
152
$577K 0.09%
+14,689
153
$562K 0.09%
+32,858
154
$538K 0.08%
+3,356
155
$526K 0.08%
+35,900
156
$522K 0.08%
+26,225
157
$510K 0.08%
+11,675
158
$506K 0.08%
+3
159
$496K 0.08%
+13,725
160
$485K 0.07%
+13,868
161
$444K 0.07%
+9,745
162
$443K 0.07%
+9,080
163
$441K 0.07%
+7,100
164
$433K 0.07%
+10,580
165
$428K 0.07%
+7,070
166
$428K 0.07%
+6,783
167
$425K 0.07%
+2,024
168
$421K 0.07%
+8,673
169
$376K 0.06%
+4,971
170
$364K 0.06%
+9,166
171
$360K 0.06%
+6,000
172
$352K 0.05%
+2,500
173
$340K 0.05%
+14,000
174
$338K 0.05%
+17,800
175
$332K 0.05%
+15,093