Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
62
9
9
2
1
0
50
18
14
BOSTON FINANCIAL MANGEMENT INC MA

Time Period2019-03-31

Total Holdings263

Total Value ($x1000)1,644,442
Activities
New21

Increased80

Unchanged36

Decreased126

Sold Out14

Top 10 Stock Holdingstotal 25.17%
PFE3.98

MSFT3.49

AAPL2.87

CPRT2.49

GSIE2.25

 
DGRW2.21

V2.05

JNJ2.03

JPM1.92

MA1.88

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
PFE
3.98%
COM
MSFT
3.49%
COM
AAPL
2.87%
COM
CPRT
2.49%
COM
GSIE
2.25%
ACTIVEBETA INT
DGRW
2.21%
US DIVD GRT FD
V
2.05%
COM CL A
JNJ
2.03%
COM
JPM
1.92%
COM
MA
1.88%
CL A
WSO
1.87%
COM
APD
1.85%
COM
CCOI
1.72%
COM NEW
SHW
1.71%
COM
UNH
1.7%
COM
COST
1.67%
COM
VRSN
1.66%
COM
LYV
1.6%
COM
FICO
1.58%
COM
WAT
1.57%
COM
KAR
1.5%
COM
CONSTELL...
1.38%
COM
CVX
1.38%
COM
MCO
1.21%
COM
MATTHEWS...
1.19%
MF/ETF
HD
1.19%
COM
AMZN
1.14%
COM
CCI
1.12%
COM
CME
1.09%
COM
FRC
1.09%
COM
EQIX
1.07%
COM PAR $0.001
STE
1.06%
SHS USD
BR
1.02%
COM
GILD
0.98%
COM
BDX
0.96%
COM
PTC
0.92%
COM
DGS
0.91%
EMG MKTS SMCAP
QCOM
0.88%
COM
ADP
0.86%
COM
EXPD
0.86%
COM
AOS
0.85%
COM
HSY
0.83%
COM
IJH
0.81%
CORE S&P MCP ETF
GOOG
0.78%
CAP STK CL C
DEO
0.77%
SPON ADR NEW
PEP
0.76%
COM
SCPB
0.75%
BARC SHT TR CP
HEI/A
0.74%
CL A
LMT
0.72%
COM
IWM
0.72%
RUSSELL 2000 ETF
JKHY
0.71%
COM
NVO
0.71%
ADR
XOM
0.69%
COM
RSG
0.68%
COM
PG
0.67%
COM
LII
0.65%
COM
IWB
0.64%
RUS 1000 ETF
CRI
0.63%
COM
BLK
0.62%
COM
VCSH
0.58%
SHRT TRM CORP BD
NEE
0.56%
COM
ADBE
0.55%
COM
DOX
0.52%
ORD
ROST
0.52%
COM
IBKR
0.5%
COM
DHR
0.49%
COM
GOOGL
0.49%
CAP STK CL A
FSV
0.49%
SUB VTG SH
EFA
0.46%
MSCI EAFE ETF
MMM
0.46%
COM
NDSN
0.44%
COM
BRK.B
0.42%
CL B NEW
VANGUARD...
0.41%
MF/ETF
PH
0.41%
COM
IJR
0.41%
CORE S&P SCP ETF
FAST
0.4%
COM
ITW
0.39%
COM
GTT
0.37%
COM
IWF
0.37%
RUS 1000 GRW ETF
MRK
0.34%
COM
SPY
0.32%
TR UNIT
AMT
0.32%
COM
NOVOZYME...
0.31%
COM
CSCO
0.31%
COM
NKE
0.3%
CL B
DANOY
0.3%
COM
SMG
0.29%
CL A
EMR
0.29%
COM
ABBV
0.29%
COM
DODGE & ...
0.28%
MF/ETF
ABT
0.27%
COM
SYK
0.26%
COM
TMO
0.25%
COM
BCA MARK...
0.25%
COM
VIG
0.23%
DIV APP ETF
UTX
0.23%
COM
INTC
0.22%
COM
BAC
0.21%
COM
AMGN
0.2%
COM
AZN
0.2%
SPONSORED ADR
MCD
0.18%
COM
UNP
0.18%
COM
IVV
0.17%
CORE S&P500 ETF
AXP
0.16%
COM
DIS
0.16%
COM DISNEY
BA
0.15%
COM
KO
0.15%
COM
FB
0.15%
CL A
SHY
0.14%
1-3 YR TR BD ETF
VZ
0.14%
COM
ECL
0.13%
COM
HON
0.13%
COM
UL
0.12%
SPON ADR NEW
CVS
0.12%
COM
WFC
0.12%
COM
MDY
0.11%
UTSER1 S&PDCRP
RPM
0.1%
COM
VEU
0.1%
ALLWRLD EX US
XLF
0.1%
SBI INT-FINL
VANGUARD...
0.09%
MF/ETF
VEA
0.09%
FTSE DEV MKT ETF
CL
0.09%
COM
ROP
0.09%
COM
T
0.08%
COM
MMP
0.08%
COM UNIT RP LP
CMCSA
0.08%
CL A
FIDELITY...
0.08%
MF/ETF
WMT
0.08%
COM
SYY
0.08%
COM
MATTHEWS...
0.08%
MF/ETF
BK
0.07%
COM
CTSH
0.07%
CL A
IWV
0.07%
RUSSELL 3000 ETF
RTN
0.06%
COM NEW
BMY
0.06%
COM
PNC
0.06%
COM
SEIC
0.06%
COM
TEMPLETO...
0.06%
MF/ETF
KMB
0.06%
COM
IBM
0.06%
COM
GLD
0.06%
GOLD SHS
TSCO
0.06%
COM
BRK.A
0.05%
CL A
ACN
0.05%
SHS CLASS A
VWO
0.05%
FTSE EMR MKT ETF
MMC
0.05%
COM
USB
0.05%
COM NEW
FTV
0.05%
COM
NEM
0.05%
COM
MKC
0.05%
COM NON VTG
CCE
0.05%
SHS
FRANKLIN...
0.05%
MF/ETF
WBA
0.05%
COM
OPPENHEI...
0.05%
MF/ETF
VNQ
0.04%
REIT ETF
INTU
0.04%
COM
PM
0.04%
COM
LOW
0.04%
COM
TJX
0.04%
COM
NVS
0.04%
SPONSORED ADR
LLY
0.04%
COM
UN
0.04%
N Y SHS NEW
TYL
0.04%
COM
MDT
0.04%
SHS
EPD
0.04%
COM
VANGUARD...
0.04%
MF/ETF
1/100 BE...
0.04%
COM
CB
0.04%
COM
ORCL
0.04%
COM
AVGO
0.04%
COM
LIN
0.04%
COM
PYPL
0.03%
COM
SSGA S&P...
0.03%
MF/ETF
INDB
0.03%
COM
AMERICAN...
0.03%
MF/ETF
CSJ
0.03%
1-3 YR CR BD ETF
FISV
0.03%
COM
VANGUARD...
0.03%
MF/ETF
SO
0.03%
COM
DE
0.03%
COM
FNF
0.03%
COM
VCIT
0.03%
INT-TERM CORP
DUK
0.03%
COM NEW
IVW
0.03%
S&P 500 GRWT ETF
CHKP
0.03%
ORD
VANGUARD...
0.03%
MF/ETF
APC
0.03%
COM
NSC
0.03%
COM
SBUX
0.03%
COM
RDS/A
0.03%
SPONS ADR A
EEM
0.03%
MSCI EMG MKT ETF
DWDP
0.03%
COM
VB
0.03%
SMALL CP ETF
BP
0.03%
SPONSORED ADR
GDXJ
0.03%
JR GOLD MINERS E
D
0.03%
COM
GIS
0.03%
COM
AVB
0.03%
COM
CERN
0.03%
COM
CSX
0.03%
COM
AGN
0.03%
SHS
CAT
0.03%
COM
ES
0.02%
COM
ETE
0.02%
COM UT LTD PTN
WM
0.02%
COM
ABX
0.02%
COM
CI
0.02%
COM
ENB
0.02%
COM
VV
0.02%
LARGE CAP ETF
BRUCE FU...
0.02%
MF/ETF
IDXX
0.02%
COM
AFL
0.02%
COM
WMB
0.02%
COM
ATR
0.02%
COM
FDX
0.02%
COM
STT
0.02%
COM
VFC
0.02%
COM
THG
0.02%
COM
RHT
0.02%
COM
VTI
0.02%
TOTAL STK MKT
DNKN
0.02%
COM
IAU
0.02%
ISHARES
FIDELITY...
0.02%
MF/ETF
YUM
0.02%
COM
BAX
0.02%
COM
IJT
0.02%
SP SMCP600GR ETF
T. ROWE ...
0.02%
MF/ETF
PPG
0.02%
COM
WEC
0.02%
COM
GE
0.02%
COM
QTRX
0.02%
COM
OKE
0.02%
COM
VO
0.02%
MID CAP ETF
TGT
0.02%
COM
EOG
0.02%
COM
BX
0.02%
COM UNIT LTD
VANGUARD...
0.02%
MF/ETF
W
0.01%
CL A
EW
0.01%
COM
GD
0.01%
COM
FIDELITY...
0.01%
MF/ETF
UPS
0.01%
CL B
DOV
0.01%
COM
NEUBERGE...
0.01%
MF/ETF
GOOS
0.01%
SHS SUB VTG
SLB
0.01%
COM
AMERICAN...
0.01%
MF/ETF
AQUILA M...
0.01%
MF/ETF
CHD
0.01%
COM
CE
0.01%
COM SER A
BEN
0.01%
COM
AEP
0.01%
COM
BPL
0.01%
UNIT LTD PARTN
1ST TR U...
0.01%
MF/ETF
1ST TR U...
0.01%
MF/ETF
WASATCH ...
< 0.01%
MF/ETF
LIBERTY ...
< 0.01%
COM
GOLDEN L...
< 0.01%
COM
ENVISION...
< 0.01%
COM
TITAN OI...
< 0.01%
COM
GREEN EN...
< 0.01%
COM
SKINNY N...
< 0.01%
COM
PARADIGM...
< 0.01%
COM
STE
0.96%
SHS USD
ARMK
0.76%
COM
EXAS
0.18%
COM
BBT
0.06%
COM
EV
0.04%
COM NON VTG
BROWN AD...
0.04%
MF/ETF
EQNR
0.03%
SPONSORED ADR
COLUMBIA...
0.03%
MF/ETF
TMK
0.02%
COM
BIIB
0.02%
COM
ADI
0.02%
COM
PRIMECAP...
0.02%
MF/ETF
TIP
0.01%
TIPS BD ETF
DFA INVT...
0.01%
MF/ETF