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
$1.44B
AUM Growth
-$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$12.9M
3
+$9.39M
4
VRSN icon
VeriSign
VRSN
+$8.59M
5
SHW icon
Sherwin-Williams
SHW
+$7.24M

Top Sells

1
+$22.6M
2
+$17.6M
3
+$8.43M
4
HD icon
Home Depot
HD
+$6.46M
5
WBA
Walgreens Boots Alliance
WBA
+$6.09M

Sector Composition

1 Healthcare 17%
2 Technology 15.6%
3 Industrials 11.4%
4 Financials 11.27%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$646K 0.04%
7,802
-1,250
152
$635K 0.04%
8,257
-788
153
$630K 0.04%
8,445
-1,016
154
$607K 0.04%
17,240
-450
155
$593K 0.04%
11,025
+975
156
$582K 0.04%
4,502
-8,334
157
$574K 0.04%
3,091
158
$556K 0.04%
+3,560
159
$545K 0.04%
10,551
+3,090
160
$543K 0.04%
21,360
+710
161
$530K 0.04%
21,540
+11,990
162
$525K 0.04%
11,618
+89
163
$521K 0.04%
11,877
-1,216
164
$520K 0.04%
17,210
-279,022
165
$520K 0.04%
2,641
166
$512K 0.04%
3,435
167
$508K 0.04%
9,684
-1,490
168
$508K 0.04%
8,725
+225
169
$499K 0.03%
12,788
-4,091
170
$494K 0.03%
7,027
171
$493K 0.03%
7,824
-2,835
172
$484K 0.03%
22,865
-1,160
173
$484K 0.03%
5,752
-766
174
$482K 0.03%
2,744
175
$469K 0.03%
10,675
-1,470
5 6
7
8 9