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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
-1.74%
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
$1.41B
AUM Growth
-$43.8M
Cap. Flow
+$1.23M
Cap. Flow %
0.09%
Top 10 Hldgs %
27.83%
Holding
287
New
13
Increased
81
Reduced
112
Closed
7

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.99M
2
NFLX icon
Netflix
NFLX
+$3.6M
3
NOW icon
ServiceNow
NOW
+$3.02M
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$1.44M
5
FSLR icon
First Solar
FSLR
+$1.27M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$4.5M
2
TER icon
Teradyne
TER
+$4.2M
3
CHRW icon
C.H. Robinson
CHRW
+$2.26M
4
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.04M
5
CMCSA icon
Comcast
CMCSA
+$1.36M

Sector Composition

Rank Sector Weight
1 Technology 25.01%
2 Healthcare 13.59%
3 Financials 11.21%
4 Industrials 8.24%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BMY icon
126
Bristol-Myers Squibb
BMY
$132B
$1.65M 0.12%
27,119
+1,940
+8% +$113K
FISV
127
Fiserv Inc
FISV
$27.9B
$1.64M 0.12%
7,402
+730
+11% +$160K
IBTK icon
128
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1B
$1.57M 0.11%
79,983
+5,162
+7% +$99.9K
IBTL icon
129
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$655M
$1.56M 0.11%
76,758
+4,545
+6% +$90.8K
NN icon
130
NextNav
NN
$2.23B
$1.52M 0.11%
125,000
– –
MPWR icon
131
Monolithic Power Systems
MPWR
$68.9B
$1.52M 0.11%
2,619
+5
+0.2% +$3.15K
TGT icon
132
Target
TGT
$68B
$1.52M 0.11%
14,552
+1,074
+8% +$134K
IBTM icon
133
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$560M
$1.47M 0.1%
+64,193
New +$1.44M
STX icon
134
Seagate
STX
$184B
$1.44M 0.1%
17,000
– –
NVS icon
135
Novartis
NVS
$297B
$1.44M 0.1%
12,935
– –
ACN icon
136
Accenture
ACN
$108B
$1.43M 0.1%
4,580
+1,459
+47% +$515K
IWR icon
137
iShares Russell Mid-Cap ETF
IWR
$57.5B
$1.41M 0.1%
16,570
-6,201
-27% -$553K
IYW icon
138
iShares US Technology ETF
IYW
$25.5B
$1.36M 0.1%
9,700
– –
CMCSA icon
139
Comcast
CMCSA
$90B
$1.33M 0.09%
36,043
-37,831
-51% -$1.36M
AWK icon
140
American Water Works
AWK
$26.9B
$1.33M 0.09%
9,009
+1,943
+27% +$256K
SHV icon
141
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$1.31M 0.09%
11,825
+3,148
+36% +$347K
BDX icon
142
Becton Dickinson
BDX
$48.2B
$1.29M 0.09%
5,647
– –
IWM icon
143
iShares Russell 2000 ETF
IWM
$81.9B
$1.27M 0.09%
6,373
+11
+0.2% +$2.39K
STWD icon
144
Starwood Property Trust
STWD
$6.09B
$1.2M 0.08%
60,683
-221
-0.4% -$4.34K
IWO icon
145
iShares Russell 2000 Growth ETF
IWO
$15B
$1.18M 0.08%
4,601
– –
HOLX
146
DELISTED
Hologic
HOLX
$1.17M 0.08%
18,997
– –
BSX icon
147
Boston Scientific
BSX
$71.5B
$1.16M 0.08%
11,499
+2,805
+32% +$282K
APH icon
148
Amphenol
APH
$209B
$1.16M 0.08%
17,671
-332
-2% -$22.6K
BNY
149
Bank of New York Mellon
BNY
$107B
$1.14M 0.08%
13,609
– –
GLW icon
150
Corning
GLW
$143B
$1.14M 0.08%
24,910
– –
4 5
6
7 8

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AAM
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TP
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NSGL
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SGM
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RG
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CPA
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MCM
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Boston Family Office's Q1 2025 Portfolio in Review

As of Q1 2025, Boston Family Office held 287 positions worth $1.41B, down 3% from $1.46B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Boston Family Office's Q1 2025 filing shows 13 new, 81 increased, 112 reduced and 7 closed positions. Its largest new stake was iShares iBonds Dec 2032 Term Treasury ETF: 64,193 shares worth $1.47M. The largest sale was Apple, an estimated $4.5M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 27% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q1 2025 buy was iShares iBonds Dec 2032 Term Treasury ETF: 64,193 shares worth $1.47M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $5.99M increase.
  • Boston Family Office's biggest Q1 2025 reduction was Apple, cutting an estimated $4.5M.
  • Boston Family Office fully exited Illumina in Q1 2025, selling an estimated $371K.
  • Boston Family Office's ten largest holdings make up 28% of its $1.41B portfolio in Q1 2025.
  • Boston Family Office opened 13 new positions and closed 7 in Q1 2025.
  • Boston Family Office's portfolio value fell 3% quarter-over-quarter to $1.41B.

Based on Boston Family Office's 13F filing for Q1 2025, filed 13 May 2025.