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BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
+0.24%
1 Year Est. Return
+11.68%
3 Year Est. Return
+44.44%
5 Year Est. Return
+55.04%
10 Year Est. Return
+258.3%
AUM
$1.46B
AUM Growth
-$20.4M
Cap. Flow
-$4.24M
Cap. Flow %
-0.29%
Top 10 Hldgs %
29.12%
Holding
286
New
10
Increased
58
Reduced
118
Closed
12

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.66M
2
ASML icon
ASML
ASML
+$2.57M
3
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$1.77M
4
MPWR icon
Monolithic Power Systems
MPWR
+$1.73M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.71M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.57M
2
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$1.71M
3
ROK icon
Rockwell Automation
ROK
+$1.47M
4
BND icon
Vanguard Total Bond Market
BND
+$1.36M
5
ZTS icon
Zoetis
ZTS
+$1.14M

Sector Composition

Rank Sector Weight
1 Technology 27.5%
2 Healthcare 13.12%
3 Financials 10%
4 Industrials 8.44%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NXPI icon
251
NXP Semiconductors
NXPI
$60.4B
$237K 0.02%
1,140
– –
SMB icon
252
VanEck Short Muni ETF
SMB
$314M
$237K 0.02%
13,896
– –
IWB icon
253
iShares Russell 1000 ETF
IWB
$50.2B
$234K 0.02%
725
– –
INTC icon
254
Intel
INTC
$513B
$231K 0.02%
11,515
-500
-4% -$11.3K
TLH icon
255
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$229K 0.02%
2,298
+394
+21% +$40.8K
GSAT icon
256
Globalstar
GSAT
$10.8B
$228K 0.02%
7,333
– –
MRNA icon
257
Moderna
MRNA
$23.6B
$223K 0.02%
5,362
-3,980
-43% -$190K
VB icon
258
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$223K 0.02%
+927
New +$228K
VRTX icon
259
Vertex Pharmaceuticals
VRTX
$126B
$222K 0.02%
551
-15
-3% -$6.95K
NYT icon
260
New York Times
NYT
$10.2B
$219K 0.02%
4,200
– –
UPS icon
261
United Parcel Service
UPS
$88.9B
$218K 0.02%
1,725
-1,936
-53% -$255K
SSNC icon
262
SS&C Technologies
SSNC
$18.6B
$215K 0.01%
2,840
– –
JHG
263
DELISTED
Janus Henderson
JHG
$213K 0.01%
+5,000
New +$212K
GS icon
264
Goldman Sachs
GS
$303B
$212K 0.01%
+370
New +$206K
HIG icon
265
Hartford Financial Services
HIG
$39.3B
$211K 0.01%
1,933
– –
D icon
266
Dominion Energy
D
$59.3B
$207K 0.01%
3,850
– –
STZ icon
267
Constellation Brands
STZ
$23.2B
$204K 0.01%
923
-112
-11% -$26.6K
XLE icon
268
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$204K 0.01%
4,766
-12,558
-72% -$571K
MCK icon
269
McKesson
MCK
$101B
$202K 0.01%
+355
New +$199K
FRST icon
270
Primis Financial Corp
FRST
$404M
$166K 0.01%
14,215
– –
RLAY icon
271
Relay Therapeutics
RLAY
$4.33B
$51K ﹤0.01%
12,397
– –
CARR icon
272
Carrier Global
CARR
$52.8B
– –
-2,800
Closed -$225K
CP icon
273
Canadian Pacific Kansas City
CP
$80.5B
– –
-2,588
Closed -$221K
CWT icon
274
California Water Service
CWT
$3.12B
– –
-3,865
Closed -$210K
EL icon
275
Estee Lauder
EL
$32B
– –
-2,513
Closed -$251K
8 9 10
11
12

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TP
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NSGL
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SGM
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CPA
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MCM
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Boston Family Office's Q4 2024 Portfolio in Review

As of Q4 2024, Boston Family Office held 286 positions worth $1.46B, down 1.4% from $1.48B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Boston Family Office's Q4 2024 filing shows 10 new, 58 increased, 118 reduced and 12 closed positions. Its largest new stake was Vanguard Core Bond ETF: 22,156 shares worth $1.68M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $3.57M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 26% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q4 2024 buy was Vanguard Core Bond ETF: 22,156 shares worth $1.68M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $7.66M increase.
  • Boston Family Office's biggest Q4 2024 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $3.57M.
  • Boston Family Office fully exited iShares iBonds Dec 2024 Term Treasury ETF in Q4 2024, selling an estimated $1.71M.
  • Boston Family Office's ten largest holdings make up 29% of its $1.46B portfolio in Q4 2024.
  • Boston Family Office opened 10 new positions and closed 12 in Q4 2024.
  • Boston Family Office's portfolio value fell 1.4% quarter-over-quarter to $1.46B.

Based on Boston Family Office's 13F filing for Q4 2024, filed 12 Feb 2025.