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

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
126
-5,820