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
$1.27B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$7.13M
3
+$4.65M
4
WBA
Walgreens Boots Alliance
WBA
+$3.74M
5
SHW icon
Sherwin-Williams
SHW
+$2.92M

Top Sells

1
+$20.8M
2
+$8.73M
3
+$6.86M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$5.77M
5
PFE icon
Pfizer
PFE
+$4.51M

Sector Composition

1 Healthcare 15.65%
2 Technology 12.27%
3 Industrials 9.96%
4 Consumer Staples 9.73%
5 Financials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.67M 0.13%
47,707
-2,137
152
$1.46M 0.12%
10,276
+1,057
153
$1.35M 0.11%
23,494
-610
154
$1.3M 0.1%
27,408
155
$1.29M 0.1%
17,474
-1,618
156
$1.27M 0.1%
8,156
-38
157
$1.27M 0.1%
25,817
+207
158
$1.24M 0.1%
11,875
-185
159
$1.21M 0.1%
4,003
-156
160
$1.16M 0.09%
16,273
+410
161
$1.11M 0.09%
48,042
-1,818
162
$1.08M 0.09%
16,013
-750
163
$1.04M 0.08%
13,365
+560
164
$1.03M 0.08%
8,964
165
$1.01M 0.08%
4,369
-1,301
166
$993K 0.08%
23,710
-5,478
167
$983K 0.08%
12,840
+1,351
168
$976K 0.08%
4
169
$966K 0.08%
8,925
170
$915K 0.07%
4,997
-2,590
171
$896K 0.07%
33,763
-19,412
172
$818K 0.06%
24,000
+2,000
173
$814K 0.06%
8,774
+645
174
$804K 0.06%
14,780
-75
175
$746K 0.06%
11,432
+1,642
5 6
7
8 9