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
76
$539K 0.05%
4,747
-105
77
$535K 0.05%
3,523
-733
78
$497K 0.05%
2,052
+536
79
$486K 0.05%
+3,572
80
$472K 0.04%
14,016
-27
81
$458K 0.04%
2,687
-28
82
$450K 0.04%
2,449
-130
83
$449K 0.04%
5,357
84
$440K 0.04%
3,675
+500
85
$437K 0.04%
3,584
-262
86
$435K 0.04%
2,439
+172
87
$432K 0.04%
1,798
+109
88
$409K 0.04%
26,523
-340
89
$403K 0.04%
5,904
90
$402K 0.04%
+3,667
91
$402K 0.04%
8,399
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92
$385K 0.04%
17,955
+2,409
93
$372K 0.04%
+15,212
94
$372K 0.04%
3,210
95
$367K 0.03%
8,568
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96
$364K 0.03%
5,598
97
$361K 0.03%
3,891
-13
98
$348K 0.03%
+4,582
99
$345K 0.03%
3,221
+378
100
$341K 0.03%
5,387
+75
2 3
4
5 6