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
101
$249K 0.03%
9,768
-141
102
$248K 0.03%
3,800
+424
103
$247K 0.03%
6,010
104
$241K 0.03%
8,168
105
$233K 0.03%
29,802
-240
106
$232K 0.03%
2,019
+177
107
$224K 0.03%
8,396
108
$220K 0.03%
+3,119
109
$218K 0.03%
20,409
110
$213K 0.03%
43,074
+5,664
111
$212K 0.03%
+852
112
$207K 0.03%
+6,724
113
$202K 0.03%
1,726
114
$201K 0.03%
+2,524
115
$197K 0.02%
20,500
116
$99K 0.01%
35,219
117
$34K ﹤0.01%
1,000
118
– –
-824
119
– –
-6,288
120
– –
-3,200
121
– –
-2,023
122
– –
-11,330
123
– –
-1,749
124
– –
-6,269
125
– –
-2,812
2 3 4
5
6