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
76
$417K 0.05%
4,878
+268
77
$417K 0.05%
27,663
78
$408K 0.05%
14,659
-924
79
$404K 0.05%
8,643
+527
80
$403K 0.05%
4,226
-225
81
$401K 0.05%
5,050
82
$397K 0.05%
8,522
83
$396K 0.05%
3,594
+572
84
$361K 0.04%
11,250
85
$325K 0.04%
3,489
+1
86
$325K 0.04%
11,011
-1,451
87
$309K 0.04%
3,865
+250
88
$309K 0.04%
5,004
89
$304K 0.04%
4,861
-1,219
90
$303K 0.04%
5,318
-18
91
$283K 0.03%
9,903
+135
92
$279K 0.03%
2,412
-94
93
$276K 0.03%
7,500
94
$274K 0.03%
8,100
95
$270K 0.03%
20,021
-15,392
96
$269K 0.03%
8,677
-29
97
$268K 0.03%
7,463
-3,019
98
$264K 0.03%
5,915
99
$263K 0.03%
3,800
100
$262K 0.03%
8,168
2 3
4
5 6