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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
TT icon
76
Trane Technologies
TT
$106B
$4.19M 0.29%
11,342
– –
LLY icon
77
Eli Lilly
LLY
$1.06T
$4.08M 0.28%
5,282
– –
IBTH icon
78
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.28B
$4M 0.27%
180,267
+79,423
+79% +$1.77M
NVO
79
Novo Nordisk
NVO
$209B
$3.85M 0.26%
44,804
+280
+0.6% +$30.3K
RPM icon
80
RPM International
RPM
$15B
$3.78M 0.26%
30,735
-325
-1% -$42.9K
IBTF
81
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$3.77M 0.26%
161,452
+8,903
+6% +$208K
VGSH icon
82
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$3.76M 0.26%
64,589
-12,386
-16% -$723K
CLX icon
83
Clorox
CLX
$12.7B
$3.61M 0.25%
22,248
+20
+0.1% +$3.27K
WM icon
84
Waste Management
WM
$91B
$3.55M 0.24%
17,607
-15
-0.1% -$3.22K
BIV icon
85
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$3.43M 0.24%
45,868
-3,896
-8% -$296K
AXP icon
86
American Express
AXP
$230B
$3.38M 0.23%
11,400
-30
-0.3% -$8.62K
IJH icon
87
iShares Core S&P Mid-Cap ETF
IJH
$127B
$3.38M 0.23%
54,206
+160
+0.3% +$10.3K
WELL icon
88
Welltower
WELL
$171B
$3.36M 0.23%
26,635
+418
+2% +$54.9K
XOM icon
89
ExxonMobil
XOM
$634B
$3.34M 0.23%
31,034
-246
-0.8% -$28.8K
ITW icon
90
Illinois Tool Works
ITW
$84.5B
$3M 0.21%
11,820
-165
-1% -$43.8K
KO icon
91
Coca-Cola
KO
$375B
$2.9M 0.2%
46,567
-204
-0.4% -$13.3K
VV icon
92
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$2.89M 0.2%
10,711
+18
+0.2% +$4.88K
CMCSA icon
93
Comcast
CMCSA
$90B
$2.77M 0.19%
73,874
-1,199
-2% -$49.8K
VZ icon
94
Verizon
VZ
$196B
$2.76M 0.19%
69,057
-12,432
-15% -$524K
IVW icon
95
iShares S&P 500 Growth ETF
IVW
$77.6B
$2.74M 0.19%
26,964
+900
+3% +$89.8K
QCOM icon
96
Qualcomm
QCOM
$176B
$2.69M 0.18%
17,475
– –
PLTR icon
97
Palantir
PLTR
$413B
$2.65M 0.18%
35,000
-2,000
-5% -$116K
UNH icon
98
UnitedHealth
UNH
$370B
$2.61M 0.18%
5,158
-33
-0.6% -$18.8K
CHRW icon
99
C.H. Robinson
CHRW
$17.5B
$2.54M 0.17%
24,563
– –
NSC icon
100
Norfolk Southern
NSC
$75.1B
$2.46M 0.17%
10,480
– –
2 3
4
5 6

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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.