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
$826M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$2.04M
3
+$1.61M
4
SJM icon
J.M. Smucker
SJM
+$643K
5
KMI icon
Kinder Morgan
KMI
+$545K

Top Sells

1
+$1.79M
2
+$1.4M
3
+$1.24M
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$543K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$399K

Sector Composition

1 Technology 3.11%
2 Financials 2.78%
3 Consumer Staples 2.33%
4 Industrials 2.02%
5 Healthcare 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.76M 0.33%
16,883
27
$2.73M 0.33%
305,152
-9,568
28
$2.04M 0.25%
+36,938
29
$2.03M 0.25%
130,900
-2,460
30
$1.95M 0.24%
17,809
-440
31
$1.81M 0.22%
8
32
$1.76M 0.21%
9,104
-58
33
$1.72M 0.21%
96,180
34
$1.61M 0.19%
50,040
-630
35
$1.49M 0.18%
12,330
-495
36
$1.49M 0.18%
41,267
-3,468
37
$1.44M 0.17%
8,119
-1,105
38
$1.37M 0.17%
18,104
39
$1.31M 0.16%
29,191
-4,461
40
$1.03M 0.13%
10,159
+1
41
$997K 0.12%
15,242
-64
42
$960K 0.12%
6,260
+272
43
$958K 0.12%
10,024
-480
44
$896K 0.11%
12,766
-83
45
$865K 0.1%
14,626
46
$860K 0.1%
8,229
-58
47
$830K 0.1%
20,748
+1,577
48
$830K 0.1%
6,988
49
$826K 0.1%
6,901
-523
50
$819K 0.1%
11,596
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2
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