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
$796M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1 +$5.1M
2 +$1.18M
3 +$1.11M
4
CDK
CDK Global, Inc.
CDK
+$1.06M
5
PNC icon
PNC Financial Services
PNC
+$767K

Top Sells

1 +$2.86M
2 +$2.55M
3 +$1.67M
4
SIAL
SIGMA - ALDRICH CORP
SIAL
+$1.49M
5
ROST icon
Ross Stores
ROST
+$1.29M

Sector Composition

1 Healthcare 22.9%
2 Industrials 10.85%
3 Consumer Staples 10.7%
4 Technology 10.26%
5 Energy 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-52,751
202
-2,670
203
-7,666
204
-11,468
205
-14,824
206
-13,500
207
-30,686
208
-16,075