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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
+0.28%
1 Year Est. Return
+11.68%
3 Year Est. Return
+44.44%
5 Year Est. Return
+55.04%
10 Year Est. Return
+251.5%
AUM
$659M
AUM Growth
–
Cap. Flow
+$668M
Cap. Flow
% of AUM
101.44%
Top 10 Holdings %
Top 10 Hldgs %
22.3%
Holding
251
New
251
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$22.6M |
| 2 |
ExxonMobil
XOM
|
+$19.3M |
| 3 |
Johnson & Johnson
JNJ
|
+$16.5M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$16.4M |
| 5 |
SRCL
Stericycle Inc
SRCL
|
+$13.7M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 16.36% |
| 2 | Technology | 12.4% |
| 3 | Industrials | 12.24% |
| 4 | Consumer Staples | 11.28% |
| 5 | Energy | 8.58% |
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Boston Family Office's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Boston Family Office, which disclosed 251 positions worth $659M. Its ten largest holdings account for 22% of the portfolio.
Its largest position is Vanguard FTSE Emerging Markets ETF: 539,199 shares worth $20.9M.
By sector, the portfolio is most concentrated in Healthcare at 16% of assets, followed by Technology and Industrials.
- Boston Family Office's largest Q2 2013 buy was Vanguard FTSE Emerging Markets ETF: 539,199 shares worth $20.9M.
- Boston Family Office's ten largest holdings make up 22% of its $659M portfolio in Q2 2013.
- Boston Family Office disclosed 251 positions in Q2 2013, its first 13F filing on record.
Based on Boston Family Office's 13F filing for Q2 2013, filed 25 Jul 2013.