BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+8.66%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$1.05B
AUM Growth
+$87.6M
(+9.1%)
Cap. Flow
+$11.7M
Cap. Flow
% of AUM
1.11%
Top 10 Holdings %
Top 10 Hldgs %
25.51%
Holding
257
New
6
Increased
69
Reduced
106
Closed
4
Top Buys
| 1 |
Marsh & McLennan
MMC
|
+$17.5M |
| 2 |
AptarGroup
ATR
|
+$2.97M |
| 3 |
Chevron
CVX
|
+$992K |
| 4 |
Waste Management
WM
|
+$919K |
| 5 |
Microsoft
MSFT
|
+$727K |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
+$1.61M |
| 2 |
Apple
AAPL
|
+$1.15M |
| 3 |
Philip Morris
PM
|
+$989K |
| 4 |
CELG
Celgene Corp
CELG
|
+$924K |
| 5 |
Exxon Mobil
XOM
|
+$891K |
Sector Composition
| 1 | Technology | 18.67% |
| 2 | Healthcare | 16.26% |
| 3 | Financials | 10.29% |
| 4 | Industrials | 9.69% |
| 5 | Consumer Staples | 8.15% |
