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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
VNQ icon
126
Vanguard Real Estate ETF
VNQ
$39.1B
$1.59M 0.11%
17,809
+791
+5% +$74.7K
IYW icon
127
iShares US Technology ETF
IYW
$25.5B
$1.55M 0.11%
9,700
-400
-4% -$63.3K
MPWR icon
128
Monolithic Power Systems
MPWR
$68.9B
$1.55M 0.11%
2,614
+2,383
+1,032% +$1.73M
STX icon
129
Seagate
STX
$184B
$1.47M 0.1%
17,000
– –
IBTK icon
130
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1B
$1.44M 0.1%
74,821
+2,629
+4% +$51.2K
IBTL icon
131
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$655M
$1.43M 0.1%
72,213
+2,548
+4% +$51.3K
BMY icon
132
Bristol-Myers Squibb
BMY
$132B
$1.42M 0.1%
25,179
+1,000
+4% +$55.9K
IWM icon
133
iShares Russell 2000 ETF
IWM
$81.9B
$1.41M 0.1%
6,362
– –
FISV
134
Fiserv Inc
FISV
$27.9B
$1.37M 0.09%
6,672
– –
HOLX
135
DELISTED
Hologic
HOLX
$1.37M 0.09%
18,997
– –
HON icon
136
Honeywell
HON
$78B
$1.36M 0.09%
6,373
-742
-10% -$155K
IWO icon
137
iShares Russell 2000 Growth ETF
IWO
$15B
$1.32M 0.09%
4,601
+34
+0.7% +$10.1K
BDX icon
138
Becton Dickinson
BDX
$48.2B
$1.28M 0.09%
5,647
-1,017
-15% -$235K
NVS icon
139
Novartis
NVS
$297B
$1.26M 0.09%
12,935
– –
APH icon
140
Amphenol
APH
$209B
$1.25M 0.09%
18,003
+863
+5% +$60.4K
IGM icon
141
iShares Expanded Tech Sector ETF
IGM
$10.8B
$1.22M 0.08%
11,904
– –
META icon
142
Meta Platforms (Facebook)
META
$1.51T
$1.2M 0.08%
2,056
+20
+1% +$11.7K
PM icon
143
Philip Morris
PM
$295B
$1.2M 0.08%
9,984
-509
-5% -$64.2K
CAT icon
144
Caterpillar
CAT
$387B
$1.2M 0.08%
3,301
-1,201
-27% -$466K
GLW icon
145
Corning
GLW
$143B
$1.18M 0.08%
24,910
– –
STWD icon
146
Starwood Property Trust
STWD
$6.09B
$1.15M 0.08%
60,904
+5,100
+9% +$101K
EMR icon
147
Emerson Electric
EMR
$88.3B
$1.11M 0.08%
8,971
-75
-0.8% -$9.1K
ACN icon
148
Accenture
ACN
$108B
$1.1M 0.08%
3,121
-225
-7% -$81K
FANG icon
149
Diamondback Energy
FANG
$52.7B
$1.1M 0.08%
6,690
– –
IVE icon
150
iShares S&P 500 Value ETF
IVE
$49.8B
$1.1M 0.08%
5,743
– –
4 5
6
7 8

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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.