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Filers›Family Office›BOSTON FINANCIAL MANGEMENT LLC
DOSSIER · 13F-HR · Q4 2024

BOSTON FINANCIAL MANGEMENT LLC

BOSTON FINANCIAL MANGEMENT's family office based in New York, NY — $3.3B in tracked AUM across 337 positions as of Q4 2024.

BF
BOSTON FINANCIAL MANGEMENT·New York, NY·Family Office
CIK 0001053055 · last filed Dec 31, 2024
Total AUM
$3.3B
▲ 3.2%
vs prior
Holdings
337
—
positions
Whale Score
43
43
tracked
Activity
—
no data
changes this Q
Top sector
Financials
18% weight
concentration
AI Analysis · Q4 2024 · Q4 2024

BOSTON FINANCIAL MANGEMENT LLC filed its latest 13F-HR for Q4 2024. See the latest holdings and position changes below.

Quarter at a glance — Q4 2024

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2024.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…
AI Agent · grounded in BOSTON
haiku-4-5 · 337 positions indexed
Sector mix
  • Financials18%
  • Health Care8%
  • Cons. Disc.10%
  • Communications4%
  • Industrials37%
  • Energy18%
  • Other5%
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