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
$666M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$969K
3 +$870K
4
MON
Monsanto Co
MON
+$776K
5
SRPT icon
Sarepta Therapeutics
SRPT
+$598K

Top Sells

1 +$1.86M
2 +$1.07M
3 +$960K
4
INTC icon
Intel
INTC
+$952K
5
ZTS icon
Zoetis
ZTS
+$744K

Sector Composition

1 Healthcare 23.95%
2 Consumer Staples 11.3%
3 Industrials 11.24%
4 Energy 10.97%
5 Technology 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$321K 0.05%
13,000
-1,000
177
$320K 0.05%
4,160
-40
178
$317K 0.05%
17,000
179
$307K 0.05%
12,140
-1,200
180
$292K 0.04%
3,327
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181
$286K 0.04%
13,515
-1,578
182
$285K 0.04%
5,860
+321
183
$283K 0.04%
9,010
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184
$274K 0.04%
6,720
185
$272K 0.04%
5,776
186
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7,600
187
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188
$246K 0.04%
3,175
189
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+1,860
190
$206K 0.03%
+3,000
191
$205K 0.03%
+2,450
192
$200K 0.03%
11,500
193
$189K 0.03%
13,131
194
$149K 0.02%
10,155
-4,150
195
-12,231
196
-36,397
197
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198
-2,690
199
-24,097
200
-7,100