BFM
Boston Financial Management Portfolio holdings
AUM
$3.31B
This Quarter Return
+1.36%
1 Year Return
+19.39%
3 Year Return
+30.05%
5 Year Return
+107.79%
10 Year Return
+274.52%
AUM
$799M
AUM Growth
+$799M
(+0.45%)
Cap. Flow
+$6.6M
Cap. Flow
% of AUM
0.83%
Top 10 Holdings %
Top 10 Hldgs %
25.59%
Holding
211
New
10
Increased
74
Reduced
96
Closed
8
Top Buys
| 1 |
WPZ
Williams Partners L.P.
WPZ
|
$2.3M |
| 2 |
Copart
CPRT
|
$1.83M |
| 3 |
AutoZone
AZO
|
$1.35M |
| 4 |
Waters Corp
WAT
|
$1.28M |
| 5 |
ESL
Esterline Technologies
ESL
|
$1.25M |
Top Sells
| 1 |
CBST
CUBIST PHARMACEUTICALS INC
CBST
|
$4.6M |
| 2 |
WPZ
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
|
$2.18M |
| 3 |
Ralph Lauren
RL
|
$2.15M |
| 4 |
Yum! Brands
YUM
|
$1.24M |
| 5 |
Healthpeak Properties
DOC
|
$841K |
Sector Composition
| 1 | Healthcare | 24.51% |
| 2 | Technology | 10.72% |
| 3 | Industrials | 10.54% |
| 4 | Consumer Staples | 10.36% |
| 5 | Energy | 9.6% |
