Boston Financial Mangement LLC Portfolio Holdings
Boston Financial Mangement LLC
- $3.1 Billion
- Q2 2024
Boston Financial Mangement LLC has filed its 13F form on July 29, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.1 Billion distributed in 326 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $170M, Watsco Inc with a value of $161M, Apple Inc. with a value of $157M, Fair Isaac Corp with a value of $122M, and Copart Inc with a value of $109M.
Examining the 13F form we can see an decrease of $1.4M in the current position value, from $3.1B to 3.1B.
Boston Financial Mangement LLC is based out at Boston, MA
Below you can find more details about Boston Financial Mangement LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.1 Billion
Technology: $776 Million
Financial Services: $502 Million
Industrials: $452 Million
ETFs: $450 Million
Healthcare: $245 Million
Consumer Cyclical: $227 Million
Communication Services: $142 Million
Basic Materials: $114 Million
Other: $191 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 326
- Current Value $3.1 Billion
- Prior Value $3.1 Billion
- Filing
- Period Q2 2024
- Filing Date July 29, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 4 stocks
- Additional Purchases 119 stocks
- Sold out of 0 stocks
- Reduced holdings in 144 stocks