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
51
$766K 0.1%
+6,988
52
$764K 0.1%
11,596
53
$761K 0.1%
13,915
+870
54
$730K 0.09%
8,075
-729
55
$723K 0.09%
17,185
-4,685
56
$718K 0.09%
15,492
+2,020
57
$716K 0.09%
7,614
58
$657K 0.08%
11,618
+4,503
59
$643K 0.08%
17,795
60
$641K 0.08%
8,383
61
$638K 0.08%
25,320
-760
62
$635K 0.08%
15,280
+22
63
$599K 0.08%
22,491
+13,825
64
$595K 0.07%
36,780
65
$575K 0.07%
6,172
+451
66
$552K 0.07%
7,478
+1,178
67
$543K 0.07%
5,820
68
$541K 0.07%
10,482
-3,917
69
$540K 0.07%
5,864
+71
70
$529K 0.07%
4,966
+480
71
$475K 0.06%
9,290
-376
72
$469K 0.06%
4,610
+30
73
$452K 0.06%
27,663
+100
74
$440K 0.06%
4,937
+295
75
$439K 0.06%
35,413
-6,768
1 2
3
4 5