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
$1.06B
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$2.08M
3
+$1.09M
4
JPM icon
JPMorgan Chase
JPM
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$942K

Top Sells

1
+$19.7M
2
+$6.02M
3
+$5.76M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.58M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.83M

Sector Composition

1 Technology 4.84%
2 Financials 2.51%
3 Industrials 1.48%
4 Consumer Staples 1.38%
5 Consumer Discretionary 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.67M 0.35%
122,235
+2,519
27
$3.33M 0.31%
35,161
+3,886
28
$3.13M 0.3%
131,004
+8,641
29
$2.79M 0.26%
30,529
+10,324
30
$2.69M 0.25%
308,929
+249
31
$2.64M 0.25%
22,696
-140
32
$2.63M 0.25%
40,150
-4,752
33
$2.33M 0.22%
15,412
34
$2.12M 0.2%
18,602
+313
35
$2M 0.19%
18,202
+9,512
36
$1.7M 0.16%
22,744
-1,902
37
$1.5M 0.14%
5
38
$1.43M 0.14%
32,515
-3,231
39
$1.43M 0.14%
5,920
-716
40
$1.28M 0.12%
53,367
41
$1.19M 0.11%
22,900
+940
42
$1.18M 0.11%
7,659
43
$1.13M 0.11%
34,150
44
$1.11M 0.1%
7,265
45
$1.1M 0.1%
21,420
-1,040
46
$1.1M 0.1%
18,926
+108
47
$1.09M 0.1%
+17,166
48
$1.09M 0.1%
23,800
+5,113
49
$1.09M 0.1%
3,318
+1,697
50
$1.08M 0.1%
8,434
-229
1
2
3 4 5