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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
EBC icon
201
Eastern Bankshares
EBC
$5.23B
$472K 0.03%
27,381
-1,200
-4% -$21K
BX icon
202
Blackstone
BX
$110B
$471K 0.03%
2,732
– –
VWO icon
203
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$464K 0.03%
10,546
+1,330
+14% +$61.8K
JMST icon
204
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.15B
$456K 0.03%
8,989
– –
VLTO icon
205
Veralto
VLTO
$24B
$448K 0.03%
4,402
-50
-1% -$5.33K
SYY icon
206
Sysco
SYY
$40.3B
$435K 0.03%
5,687
-125
-2% -$9.57K
DUOL icon
207
Duolingo
DUOL
$6.12B
$433K 0.03%
1,336
– –
SWKS icon
208
Skyworks Solutions
SWKS
$10.6B
$431K 0.03%
4,855
-75
-2% -$6.81K
VUG icon
209
Vanguard Morningstar Growth ETF
VUG
$230B
$425K 0.03%
+6,216
New +$418K
MCHP icon
210
Microchip Technology
MCHP
$46B
$422K 0.03%
7,356
-1,300
-15% -$89.4K
SDY icon
211
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$422K 0.03%
3,192
– –
T icon
212
AT&T
T
$163B
$421K 0.03%
18,481
-306
-2% -$6.89K
TXN icon
213
Texas Instruments
TXN
$261B
$401K 0.03%
2,138
+88
+4% +$17.6K
JCI icon
214
Johnson Controls International
JCI
$92.2B
$395K 0.03%
4,999
– –
FLEX icon
215
Flex
FLEX
$44.8B
$392K 0.03%
10,217
– –
CRSP icon
216
CRISPR Therapeutics
CRSP
$5.17B
$384K 0.03%
9,763
– –
AEM icon
217
Agnico Eagle Mines
AEM
$90.5B
$379K 0.03%
4,847
– –
ILMN icon
218
Illumina
ILMN
$28.4B
$371K 0.03%
2,773
-4,060
-59% -$578K
WAT icon
219
Waters Corp
WAT
$39.9B
$368K 0.03%
991
+69
+7% +$25.2K
TRV icon
220
Travelers Companies
TRV
$80.2B
$367K 0.03%
1,525
– –
JMUB icon
221
JPMorgan Municipal ETF
JMUB
$8.51B
$359K 0.02%
7,163
– –
LIN icon
222
Linde
LIN
$226B
$358K 0.02%
855
– –
NTRS icon
223
Northern Trust
NTRS
$33.9B
$358K 0.02%
3,497
– –
VDE icon
224
Vanguard Energy ETF
VDE
$9.84B
$347K 0.02%
2,860
+1,101
+63% +$140K
CVS icon
225
CVS Health
CVS
$122B
$344K 0.02%
7,670
-1,867
-20% -$105K
7 8
9
10 11

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SGM
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CPA
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MCM
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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.