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
76
$409K 0.05%
11,736
+806
77
$406K 0.05%
8,116
+3,570
78
$395K 0.05%
4,451
+273
79
$392K 0.05%
15,583
+4,422
80
$376K 0.05%
8,522
+16
81
$366K 0.05%
6,080
+1,642
82
$350K 0.04%
12,462
+1,887
83
$345K 0.04%
5,050
84
$330K 0.04%
3,022
+694
85
$313K 0.04%
5,004
86
$305K 0.04%
3,488
87
$302K 0.04%
11,250
88
$301K 0.04%
8,100
89
$300K 0.04%
2,352
+397
90
$298K 0.04%
7,500
91
$290K 0.04%
20,068
-2,000
92
$289K 0.04%
+3,615
93
$287K 0.04%
2,041
+100
94
$278K 0.03%
5,336
+4
95
$276K 0.03%
6,825
+55
96
$272K 0.03%
5,915
97
$267K 0.03%
8,706
-4,269
98
$266K 0.03%
+2,900
99
$262K 0.03%
2,644
+224
100
$258K 0.03%
2,506
+9
2 3
4
5 6