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
$648M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1 +$64.4M
2 +$23.1M
3 +$20.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$15.7M
5
PG icon
Procter & Gamble
PG
+$13.7M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 24.15%
2 Consumer Staples 11.73%
3 Energy 11.08%
4 Technology 10.95%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$332K 0.05%
+8,675
177
$326K 0.05%
+6,266
178
$325K 0.05%
+3,937
179
$307K 0.05%
+8,078
180
$300K 0.05%
+12,231
181
$292K 0.05%
+13,340
182
$288K 0.04%
+4,380
183
$279K 0.04%
+4,200
184
$276K 0.04%
+6,347
185
$269K 0.04%
+6,720
186
$268K 0.04%
+17,000
187
$266K 0.04%
+9,310
188
$262K 0.04%
+7,600
189
$260K 0.04%
+5,776
190
$249K 0.04%
+5,078
191
$245K 0.04%
+5,539
192
$231K 0.04%
+3,175
193
$227K 0.04%
+14,305
194
$204K 0.03%
+2,690
195
$204K 0.03%
+3,650
196
$201K 0.03%
+3,284
197
$196K 0.03%
+13,131
198
$184K 0.03%
+11,500
199
$148K 0.02%
+674