We are live on ! Find out more
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
DHR icon
51
Danaher
DHR
$144B
$8.48M 0.58%
36,963
-466
-1% -$115K
HD icon
52
Home Depot
HD
$355B
$8.28M 0.57%
21,286
-470
-2% -$192K
MDY icon
53
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$7.79M 0.54%
13,682
-498
-4% -$292K
MCD icon
54
McDonald's
MCD
$195B
$7.71M 0.53%
26,591
-473
-2% -$141K
PH icon
55
Parker-Hannifin
PH
$135B
$7.23M 0.5%
11,367
-75
-0.7% -$49.7K
LECO icon
56
Lincoln Electric
LECO
$15.4B
$7.19M 0.49%
38,348
-510
-1% -$103K
IJR icon
57
iShares Core S&P Small-Cap ETF
IJR
$112B
$6.88M 0.47%
59,694
-1,785
-3% -$213K
VCSH icon
58
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$6.76M 0.46%
86,646
-3,551
-4% -$279K
VTI icon
59
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$6.65M 0.46%
22,954
-270
-1% -$78.8K
BSV icon
60
Vanguard Short-Term Bond ETF
BSV
$45.6B
$5.76M 0.4%
74,496
-1,947
-3% -$151K
TEL icon
61
TE Connectivity
TEL
$62.6B
$5.68M 0.39%
39,751
-278
-0.7% -$41.4K
LOW icon
62
Lowe's Companies
LOW
$125B
$5.59M 0.38%
22,662
-273
-1% -$72.9K
VRP icon
63
Invesco Variable Rate Preferred ETF
VRP
$3.02B
$5.53M 0.38%
228,490
+11,753
+5% +$287K
TJX icon
64
TJX Companies
TJX
$178B
$5.5M 0.38%
45,558
-171
-0.4% -$20.4K
MRK icon
65
Merck
MRK
$318B
$5.05M 0.35%
50,720
-1,319
-3% -$136K
ASML icon
66
ASML
ASML
$669B
$4.83M 0.33%
6,972
+3,572
+105% +$2.57M
HUBB icon
67
Hubbell
HUBB
$27.2B
$4.78M 0.33%
11,403
– –
ADI icon
68
Analog Devices
ADI
$190B
$4.74M 0.33%
22,303
-558
-2% -$123K
QQQ icon
69
Invesco QQQ Trust
QQQ
$481B
$4.6M 0.32%
8,995
-346
-4% -$175K
IVV icon
70
iShares Core S&P 500 ETF
IVV
$904B
$4.51M 0.31%
7,658
-376
-5% -$223K
ZTS icon
71
Zoetis
ZTS
$30B
$4.49M 0.31%
27,528
-6,365
-19% -$1.14M
MOAT icon
72
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$4.46M 0.31%
48,074
+6,896
+17% +$664K
IBTG icon
73
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.21B
$4.36M 0.3%
191,098
+26,972
+16% +$616K
GIS icon
74
General Mills
GIS
$19.7B
$4.28M 0.29%
67,051
-250
-0.4% -$16.8K
JPST icon
75
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$4.23M 0.29%
84,018
-7,099
-8% -$359K
1 2
3
4 5

Similar funds

CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
AAM
Aureus Asset Management Boston, Massachusetts $1.5B AUM 20.3% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
SGM
Seven Grand Managers Bronxville, New York $1.5B AUM 57.16% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
MCM
Maple Capital Management Montpelier, Vermont $1.49B AUM 23.46% 1-Year Est. Return

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.