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
$2.67B
AUM Growth
-$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1 +$20.9M
2 +$18.3M
3 +$6.29M
4
KVUE icon
Kenvue
KVUE
+$4.84M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.16M

Top Sells

1 +$11.5M
2 +$9.88M
3 +$4.82M
4
AVTR icon
Avantor
AVTR
+$3.99M
5
DG icon
Dollar General
DG
+$3.87M

Sector Composition

1 Technology 23.85%
2 Industrials 17.43%
3 Financials 14.17%
4 Healthcare 8.9%
5 Materials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$1M 0.04%
5,414
-127
177
$984K 0.04%
14,424
178
$961K 0.04%
13,874
179
$958K 0.04%
15,900
180
$953K 0.04%
40,106
+768
181
$948K 0.04%
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182
$947K 0.04%
8,605
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183
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184
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4,657
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186
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20,785
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187
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189
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$800K 0.03%
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52,315
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195
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13,206
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196
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20,134
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197
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198
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1,990
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16,508
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18,883
-997