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
151
– –
-3,000
152
– –
-4,071
153
– –
-2,500
3 4 5 6
7