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
101
$335K 0.03%
7,524
102
$331K 0.03%
11,169
103
$330K 0.03%
2,240
+11
104
$328K 0.03%
2,096
105
$322K 0.03%
4,497
-99
106
$314K 0.03%
16,908
107
$312K 0.03%
3,980
108
$312K 0.03%
4,835
-641
109
$308K 0.03%
8,500
110
$304K 0.03%
2,764
+16
111
$301K 0.03%
6,229
-396
112
$298K 0.03%
5,382
113
$296K 0.03%
3,726
114
$295K 0.03%
6,289
-2,380
115
$283K 0.03%
4,083
+149
116
$277K 0.03%
5,328
-659
117
$277K 0.03%
9,380
-1,300
118
$267K 0.03%
+60,000
119
$264K 0.02%
15,500
120
$258K 0.02%
1,205
+189
121
$251K 0.02%
+3,717
122
$249K 0.02%
7,193
123
$240K 0.02%
5,527
-145
124
$239K 0.02%
1,526
125
$238K 0.02%
4,184
+201
3 4
5
6 7