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
51
$812K 0.1%
17,195
+10
52
$802K 0.1%
23,075
53
$782K 0.09%
7,614
54
$762K 0.09%
8,075
55
$741K 0.09%
4,654
+2,613
56
$717K 0.09%
18,248
-507
57
$715K 0.09%
14,017
+102
58
$712K 0.09%
27,054
-2,206
59
$709K 0.09%
17,795
60
$686K 0.08%
15,247
-33
61
$671K 0.08%
14,447
-1,045
62
$661K 0.08%
25,320
63
$643K 0.08%
+6,364
64
$591K 0.07%
7,446
-32
65
$569K 0.07%
10,496
-1,122
66
$557K 0.07%
9,435
+145
67
$556K 0.07%
7,053
-1,330
68
$550K 0.07%
21,663
-828
69
$545K 0.07%
+12,890
70
$545K 0.07%
36,780
71
$531K 0.06%
5,612
-560
72
$450K 0.05%
5,593
-271
73
$426K 0.05%
11,743
+7
74
$423K 0.05%
4,492
-445
75
$423K 0.05%
4,486
-480
1 2
3
4 5