BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Est. Return
12.61%
1 Year Est. Return
+12.61%
AUM
$1.51B
AUM Growth
+$93.2M
(+6.6%)
Holding
296
Top Buys
| 1 | +$2.93M | |
| 2 | +$2.32M | |
| 3 | +$2.14M | |
| 4 |
Vanguard Core Bond ETF
VCRB
|
+$1.97M |
| 5 |
Netflix
NFLX
|
+$1.52M |
Top Sells
| 1 | +$1.6M | |
| 2 | +$1.45M | |
| 3 | +$1.44M | |
| 4 |
Johnson & Johnson
JNJ
|
+$1.18M |
| 5 |
Teradyne
TER
|
+$1.03M |
Sector Composition
| 1 | Technology | 26.36% |
| 2 | Healthcare | 12.42% |
| 3 | Financials | 10.58% |
| 4 | Industrials | 8.73% |
| 5 | Consumer Discretionary | 6.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$4.03T
| $69.7M | 4.63% |
140,080
+1,689
|
|
||
2
Apple
AAPL
$3.99T
| $61.1M | 4.06% |
297,988
+210
|
|
||
3
Amazon
AMZN
$2.44T
| $56.5M | 3.75% |
257,642
+9,746
|
|
||
4
Visa
V
$673B
| $49.2M | 3.27% |
138,680
+1,299
|
|
||
5
Alphabet (Google) Class C
GOOG
$3.25T
| $37.1M | 2.46% |
208,931
+286
|
|
||
6
Vanguard S&P 500 ETF
VOO
$783B
| $32.4M | 2.15% |
57,065
+2,073
|
|
||
|
ANSS
7
DELISTED
Ansys
ANSS
| $32.3M | 2.15% |
92,072
-1,106
|
|
||
8
SPDR S&P 500 ETF Trust
SPY
$682B
| $30.3M | 2.02% |
49,112
-293
|
|
||
9
Union Pacific
UNP
$129B
| $29.1M | 1.94% |
126,670
-233
|
|
||
10
Berkshire Hathaway Class B
BRK.B
$1.04T
| $28.7M | 1.9% |
59,040
-477
|
|
||
11
S&P Global
SPGI
$151B
| $28M | 1.86% |
53,181
+467
|
|
||
12
American Tower
AMT
$85.6B
| $27.8M | 1.85% |
125,846
-738
|
|
||
13
ServiceNow
NOW
$195B
| $26.6M | 1.76% |
25,847
+441
|
|
||
14
Stryker
SYK
$144B
| $26.3M | 1.74% |
66,391
+1,882
|
|
||
15
Ecolab
ECL
$76.1B
| $26M | 1.73% |
96,572
-109
|
|
||
16
AptarGroup
ATR
$8.44B
| $25.5M | 1.69% |
163,138
-3,390
|
|
||
17
Rockwell Automation
ROK
$40.7B
| $25.3M | 1.68% |
76,047
+552
|
|
||
18
Salesforce
CRM
$242B
| $24.5M | 1.63% |
89,910
-122
|
|
||
19
Air Products & Chemicals
APD
$56.6B
| $23.6M | 1.56% |
83,521
-1,284
|
|
||
20
Marsh & McLennan
MMC
$89.6B
| $23M | 1.53% |
105,293
-208
|
|
||
21
Automatic Data Processing
ADP
$113B
| $22.7M | 1.51% |
73,665
+1,537
|
|
||
22
Palo Alto Networks
PANW
$150B
| $22.6M | 1.5% |
110,509
+3,848
|
|
||
23
Roper Technologies
ROP
$49.1B
| $20.1M | 1.34% |
35,473
-575
|
|
||
24
NVIDIA
NVDA
$4.89T
| $20.1M | 1.34% |
127,247
+1,261
|
|
||
25
IQVIA
IQV
$37.1B
| $19.5M | 1.3% |
124,007
-10,147
|
|