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
$1.34B
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1 +$9.99M
2 +$7.44M
3 +$5.01M
4
ARMK icon
Aramark
ARMK
+$4.39M
5
PFE icon
Pfizer
PFE
+$3.41M

Sector Composition

1 Healthcare 16.13%
2 Technology 13.13%
3 Industrials 10.24%
4 Consumer Staples 9.51%
5 Financials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$51.3M 3.82%
1,581,328
+105,056
2
$33.6M 2.5%
936,064
+18,092
3
$31.6M 2.36%
480,450
+17,272
4
$30.1M 2.24%
241,394
+4,210
5
$25.7M 1.91%
724,442
-139,447
6
$24.3M 1.81%
276,293
+3,169
7
$24M 1.79%
168,004
+744
8
$19.4M 1.45%
237,082
-9,418
9
$18.7M 1.39%
127,109
+3,052
10
$18.7M 1.39%
111,270
-3,201
11
$18.4M 1.37%
135,698
+55,028
12
$17.6M 1.31%
107,016
+410
13
$16.6M 1.24%
154,835
+4,896
14
$16.2M 1.21%
144,903
+1,598
15
$15.9M 1.19%
177,345
-4,627
16
$14.8M 1.1%
92,495
-718
17
$14.6M 1.08%
105,856
-2,816
18
$14.4M 1.07%
140,815
-2,817
19
$13.9M 1.04%
156,790
-5,002
20
$13.9M 1.03%
223,038
-2,499
21
$13.9M 1.03%
123,510
+1,038
22
$13.7M 1.02%
1,763,568
+107,296
23
$13.4M 1%
244,220
+181,520
24
$13.2M 0.98%
146,432
+55,762
25
$12.7M 0.95%
202,217
+4,969