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
$666M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$969K
3 +$870K
4
MON
Monsanto Co
MON
+$776K
5
SRPT icon
Sarepta Therapeutics
SRPT
+$598K

Top Sells

1 +$1.86M
2 +$1.07M
3 +$960K
4
INTC icon
Intel
INTC
+$952K
5
ZTS icon
Zoetis
ZTS
+$744K

Sector Composition

1 Healthcare 23.95%
2 Consumer Staples 11.3%
3 Industrials 11.24%
4 Energy 10.97%
5 Technology 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$604K 0.09%
10,319
-1,700
152
$559K 0.08%
14,825
+136
153
$533K 0.08%
11,195
+615
154
$513K 0.08%
27,473
-5,385
155
$511K 0.08%
3
156
$493K 0.07%
11,675
157
$491K 0.07%
7,070
158
$484K 0.07%
9,328
-417
159
$476K 0.07%
13,868
160
$474K 0.07%
7,356
+573
161
$467K 0.07%
27,900
-8,000
162
$458K 0.07%
2,024
163
$406K 0.06%
8,473
-200
164
$404K 0.06%
8,379
+2,032
165
$402K 0.06%
6,000
166
$389K 0.06%
6,915
-2,165
167
$385K 0.06%
4,866
-105
168
$378K 0.06%
10,343
-3,382
169
$377K 0.06%
6,266
170
$374K 0.06%
8,616
-550
171
$372K 0.06%
17,800
172
$369K 0.06%
17,225
-9,000
173
$367K 0.06%
4,336
-44
174
$340K 0.05%
8,675
175
$333K 0.05%
2,500