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BOS
Bingham Osborn & Scarborough Portfolio holdings
AUM
$1.42B
1-Year Est. Return
27.88%
This Fund
S&P 500
This Quarter
Est. Return
+0.96%
1 Year Est. Return
+27.88%
3 Year Est. Return
+51.71%
5 Year Est. Return
+102.3%
10 Year Est. Return
–
AUM
$582M
AUM Growth
–
Cap. Flow
+$591M
Cap. Flow
% of AUM
101.59%
Top 10 Holdings %
Top 10 Hldgs %
87.54%
Holding
90
New
90
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$190M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$74.8M |
| 3 |
iShares Russell 1000 ETF
IWB
|
+$59.6M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$52.3M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$46.9M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 1.96% |
| 2 | Energy | 1.27% |
| 3 | Financials | 1.04% |
| 4 | Consumer Discretionary | 0.78% |
| 5 | Technology | 0.75% |
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Bingham Osborn & Scarborough's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Bingham Osborn & Scarborough, which disclosed 90 positions worth $582M. Its ten largest holdings account for 88% of the portfolio.
Its largest position is State Street SPDR S&P 500 ETF Trust: 1,179,601 shares worth $189M.
By sector, the portfolio is most concentrated in Industrials at 2% of assets, followed by Energy and Financials.
- Bingham Osborn & Scarborough's largest Q2 2013 buy was State Street SPDR S&P 500 ETF Trust: 1,179,601 shares worth $189M.
- Bingham Osborn & Scarborough's ten largest holdings make up 88% of its $582M portfolio in Q2 2013.
- Bingham Osborn & Scarborough disclosed 90 positions in Q2 2013, its first 13F filing on record.
Based on Bingham Osborn & Scarborough's 13F filing for Q2 2013, filed 12 Aug 2013.