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
$1.73B
AUM Growth
+$85.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1 +$19.1M
2 +$18.7M
3 +$13.5M
4
BR icon
Broadridge
BR
+$9.29M
5
LMT icon
Lockheed Martin
LMT
+$7.67M

Top Sells

1 +$19.6M
2 +$18.4M
3 +$11.3M
4
NVO icon
Novo Nordisk
NVO
+$9.15M
5
PEP icon
PepsiCo
PEP
+$8.98M

Sector Composition

1 Technology 17.39%
2 Healthcare 13.53%
3 Industrials 13.16%
4 Financials 12.62%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$439K 0.03%
10,716
177
$438K 0.03%
8,338
-276
178
$434K 0.03%
5,735
179
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180
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184
$386K 0.02%
24,500
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185
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186
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187
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188
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189
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25,796
191
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192
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194
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195
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196
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198
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199
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5,020
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200
$309K 0.02%
2,096
-2,194