BOS

Bingham Osborn & Scarborough Portfolio holdings

AUM $1.42B
1-Year Est. Return 27.88%
This Quarter Est. Return
1 Year Est. Return
+27.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$798M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$10.8M
3
+$7.11M
4
WFC icon
Wells Fargo
WFC
+$6.6M
5
SCHW icon
Charles Schwab
SCHW
+$2.88M

Top Sells

1
+$2.17M
2
+$2.08M
3
+$1.21M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$527K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$482K

Sector Composition

1 Technology 3.05%
2 Financials 2.77%
3 Consumer Staples 2.16%
4 Industrials 2.15%
5 Energy 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 0.32%
18,371
+390
27
$2.23M 0.28%
28,170
+277
28
$2.15M 0.27%
133,360
+2,000
29
$2.04M 0.26%
18,249
+440
30
$1.68M 0.21%
9,162
+58
31
$1.66M 0.21%
8
32
$1.64M 0.21%
96,180
+84,802
33
$1.57M 0.2%
12,825
+125
34
$1.57M 0.2%
9,224
-627
35
$1.53M 0.19%
44,735
36
$1.32M 0.17%
+50,670
37
$1.29M 0.16%
33,652
-3,370
38
$1.14M 0.14%
18,104
39
$1.09M 0.14%
5,988
-48
40
$962K 0.12%
10,504
+5,403
41
$950K 0.12%
10,158
+1,056
42
$884K 0.11%
15,306
43
$883K 0.11%
8,287
+706
44
$876K 0.11%
12,849
-82
45
$856K 0.11%
23,075
46
$850K 0.11%
29,260
+2,988
47
$812K 0.1%
7,424
+647
48
$800K 0.1%
19,171
+6
49
$779K 0.1%
18,755
+2,385
50
$770K 0.1%
14,626
1
2
3 4 5