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
$799M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.82M
3
+$1.35M
4
WAT icon
Waters Corp
WAT
+$1.28M
5
ESL
Esterline Technologies
ESL
+$1.25M

Top Sells

1
+$4.59M
2
+$2.18M
3
+$2.15M
4
YUM icon
Yum! Brands
YUM
+$1.24M
5
DOC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71.9M 9%
2,178,832
+21,500
2
$18.3M 2.29%
214,941
-2,806
3
$17.2M 2.15%
171,021
-5,376
4
$16.9M 2.12%
544,304
-5,604
5
$15.2M 1.91%
260,293
+8,956
6
$13.8M 1.72%
133,504
-528
7
$13.5M 1.69%
157,647
-3,820
8
$12.7M 1.59%
117,336
+1,949
9
$12.6M 1.57%
153,246
-947
10
$12.4M 1.55%
304,444
+12,682
11
$11.9M 1.48%
209,579
-9,886
12
$11.8M 1.48%
85,512
+1,565
13
$11M 1.38%
238,240
-2,309
14
$11M 1.38%
168,744
+1,832
15
$10.1M 1.27%
85,329
-2,475
16
$10.1M 1.27%
66,767
+957
17
$9.86M 1.23%
126,179
+4,630
18
$9.72M 1.22%
353,668
+21,077
19
$9.6M 1.2%
69,462
-2,349
20
$9.23M 1.16%
168,376
-365
21
$9.15M 1.14%
95,690
-522
22
$9.07M 1.13%
64,786
-208
23
$9.02M 1.13%
108,881
-1,207
24
$8.67M 1.08%
159,357
+2,176
25
$8.45M 1.06%
86,122
+3,266
1
2 3 4 5