BFO

Boston Family Office Portfolio holdings

AUM $1.51B
1-Year Est. Return 12.61%
This Quarter Est. Return
1 Year Est. Return
+12.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$949M
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.03M
3
+$976K
4
MSFT icon
Microsoft
MSFT
+$884K
5
TMO icon
Thermo Fisher Scientific
TMO
+$689K

Top Sells

1
+$2.61M
2
+$1.93M
3
+$1.64M
4
ORCL icon
Oracle
ORCL
+$1.16M
5
NYT icon
New York Times
NYT
+$803K

Sector Composition

1 Healthcare 17.16%
2 Technology 16.14%
3 Industrials 11.93%
4 Consumer Staples 8.18%
5 Financials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.75M 0.61%
23,044
-55
52
$5.58M 0.59%
28,580
53
$5.46M 0.58%
196,507
-3,283
54
$5.34M 0.56%
168,639
+4,968
55
$5.21M 0.55%
101,024
-22,437
56
$5.19M 0.55%
88,478
-2,115
57
$5.02M 0.53%
120,135
+671
58
$4.98M 0.52%
154,296
-7
59
$4.97M 0.52%
44,051
+410
60
$4.77M 0.5%
39,027
-1,749
61
$4.7M 0.5%
57,630
+365
62
$4.69M 0.49%
96,447
+900
63
$4.62M 0.49%
40,274
-575
64
$4.43M 0.47%
103,180
+598
65
$4.26M 0.45%
69,982
-12,896
66
$4.25M 0.45%
33,307
-45
67
$4.22M 0.45%
89,303
+1,590
68
$4.1M 0.43%
27,264
+25
69
$4.09M 0.43%
38,976
-24,891
70
$4.08M 0.43%
43,714
-239
71
$4M 0.42%
26,346
+243
72
$3.9M 0.41%
60,023
-75
73
$3.89M 0.41%
15,274
+1,839
74
$3.85M 0.41%
63,866
-268
75
$3.73M 0.39%
71,605
+63
1 2
3
4 5