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
-$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.78M
3
+$2.67M
4
CMCSA icon
Comcast
CMCSA
+$1.2M
5
CCOI icon
Cogent Communications
CCOI
+$779K

Top Sells

1
+$15.2M
2
+$7.38M
3
+$3.41M
4
ABBV icon
AbbVie
ABBV
+$2.21M
5
ORCL icon
Oracle
ORCL
+$1.83M

Sector Composition

1 Healthcare 23.85%
2 Technology 13.32%
3 Consumer Staples 11.77%
4 Industrials 10.94%
5 Financials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-3,250
177
– –
-9,700
178
– –
-2,599
179
– –
-7,900
180
– –
-8,654
181
– –
-21,500
182
– –
-6,120
183
– –
-8,560
184
– –
-55,624
4 5 6 7
8