BOSTON FINANCIAL MANGEMENT LLC - Portfolio overview

BOSTON FINANCIAL MANGEMENT LLC has 333 reported holdings in this dataset, with the latest filing dated 2025-02-03.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 5.42%
2. WSO - WATSCO INC, 4.91%
3. MSFT - MICROSOFT CORP, 4.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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