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
$2.96B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$7.23M
3
+$2.84M
4
VLTO icon
Veralto
VLTO
+$1.37M
5
UPS icon
United Parcel Service
UPS
+$934K

Top Sells

1
+$12M
2
+$4.52M
3
+$4M
4
WSO icon
Watsco Inc
WSO
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.29M

Sector Composition

1 Technology 24.75%
2 Industrials 17.45%
3 Financials 13.88%
4 Healthcare 8.22%
5 Communication Services 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.63M 0.06%
3
152
$1.61M 0.05%
148,687
+164
153
$1.57M 0.05%
9,544
-5,040
154
$1.53M 0.05%
19,646
+157
155
$1.53M 0.05%
29,052
+4,779
156
$1.5M 0.05%
2,707
157
$1.5M 0.05%
4,823
-64
158
$1.49M 0.05%
6,444
-39
159
$1.48M 0.05%
14,012
+282
160
$1.47M 0.05%
6,989
+1,575
161
$1.45M 0.05%
9,377
-36
162
$1.45M 0.05%
408
+133
163
$1.42M 0.05%
5,446
+789
164
$1.4M 0.05%
32,600
165
$1.39M 0.05%
27,683
-6,670
166
$1.39M 0.05%
3,467
+815
167
$1.37M 0.05%
+16,606
168
$1.35M 0.05%
7,565
-318
169
$1.31M 0.04%
32,648
+12,514
170
$1.3M 0.04%
3,867
-21
171
$1.3M 0.04%
20,698
172
$1.29M 0.04%
59,428
+5,197
173
$1.28M 0.04%
7,835
-325
174
$1.25M 0.04%
60,363
175
$1.21M 0.04%
11,735
5 6
7
8 9