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
51
$928K 0.09%
6,822
-69
52
$913K 0.09%
15,242
-300
53
$901K 0.09%
7,434
-170
54
$882K 0.08%
15,229
-23
55
$865K 0.08%
7,656
+311
56
$859K 0.08%
13,472
57
$830K 0.08%
16,868
-50
58
$828K 0.08%
46,680
+165
59
$817K 0.08%
30,359
-1,454
60
$795K 0.08%
15,732
-1,541
61
$778K 0.07%
+4,730
62
$724K 0.07%
7,608
-1,846
63
$720K 0.07%
6,594
-50
64
$712K 0.07%
13,048
-891
65
$706K 0.07%
6,986
-380
66
$700K 0.07%
5,648
-916
67
$695K 0.07%
13,344
-193
68
$675K 0.06%
4,600
+866
69
$670K 0.06%
8,697
+99
70
$644K 0.06%
3,417
+211
71
$621K 0.06%
14,760
-9,632
72
$602K 0.06%
+41,840
73
$593K 0.06%
4,616
+180
74
$590K 0.06%
4,259
75
$552K 0.05%
5,498
+230
1 2
3
4 5