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

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
126
-4,108