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
$729M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$1.9M
2 +$1.82M
3 +$1.52M
4
CTSH icon
Cognizant
CTSH
+$1.35M
5
ADBE icon
Adobe
ADBE
+$1.32M

Top Sells

1 +$6.75M
2 +$3.67M
3 +$1.31M
4
CTXS
Citrix Systems Inc
CTXS
+$1.15M
5
TGT icon
Target
TGT
+$1.12M

Sector Composition

1 Healthcare 22.98%
2 Industrials 11.55%
3 Energy 11.36%
4 Consumer Staples 10.91%
5 Technology 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$666K 0.09%
7,175
-875
152
$643K 0.09%
12,771
-22,751
153
$591K 0.08%
14,680
-145
154
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7,696
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155
$582K 0.08%
11,755
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156
$565K 0.08%
14,106
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157
$553K 0.08%
23,992
-18,217
158
$540K 0.07%
+9,565
159
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3
160
$532K 0.07%
13,868
161
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2,024
162
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6,190
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164
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165
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11,675
166
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167
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168
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169
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170
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13,000
172
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22,720
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173
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12,140
174
$358K 0.05%
8,675
175
$342K 0.05%
18,300
+500