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
101
$251K 0.03%
6,797
-28
102
$246K 0.03%
20,409
103
$245K 0.03%
5,682
-328
104
$244K 0.03%
43,074
105
$243K 0.03%
2,524
106
$243K 0.03%
29,670
-132
107
$242K 0.03%
1,862
-490
108
$242K 0.03%
2,644
109
$237K 0.03%
+2,113
110
$234K 0.03%
2,233
-667
111
$234K 0.03%
8,396
112
$229K 0.03%
15,068
-5,000
113
$221K 0.03%
+1,612
114
$211K 0.03%
+5,682
115
$211K 0.03%
+3,200
116
$204K 0.02%
+1,749
117
$204K 0.02%
2,409
-710
118
$200K 0.02%
+3,249
119
$83K 0.01%
20,500
120
$69K 0.01%
35,219
121
$33K ﹤0.01%
1,000
122
– –
-2,019
123
– –
-6,724
124
– –
-1,726
125
– –
-852
2 3 4
5
6