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
$1.05B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$2.97M
3
+$992K
4
WM icon
Waste Management
WM
+$919K
5
MSFT icon
Microsoft
MSFT
+$727K

Top Sells

1
+$1.61M
2
+$1.15M
3
+$989K
4
CELG
Celgene Corp
CELG
+$924K
5
XOM icon
Exxon Mobil
XOM
+$891K

Sector Composition

1 Technology 18.67%
2 Healthcare 16.26%
3 Financials 10.29%
4 Industrials 9.69%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.45M 0.61%
53,523
+8,233
52
$6.01M 0.57%
22,639
+1,325
53
$5.7M 0.54%
59,878
-2,450
54
$5.48M 0.52%
37,136
-3,492
55
$5.21M 0.5%
26,787
-345
56
$5.16M 0.49%
86,231
-125
57
$4.94M 0.47%
22,612
+1,870
58
$4.9M 0.47%
137,136
59
$4.81M 0.46%
29,548
+2,141
60
$4.76M 0.45%
106,165
-7,403
61
$4.68M 0.45%
14,204
+654
62
$4.67M 0.44%
59,288
+849
63
$4.59M 0.44%
102,014
+688
64
$4.55M 0.43%
59,345
-100
65
$4.4M 0.42%
79,551
-303
66
$4.35M 0.41%
38,203
+8,063
67
$4.34M 0.41%
90,452
-4,640
68
$4.23M 0.4%
27,523
-493
69
$4.18M 0.4%
25,565
-78
70
$4.18M 0.4%
43,201
-118
71
$4.07M 0.39%
124,812
+3,278
72
$4.06M 0.39%
33,910
-1,025
73
$3.96M 0.38%
27,403
+121
74
$3.94M 0.37%
105,889
-12,522
75
$3.75M 0.36%
67,389
+9,194
1 2
3
4 5