BFO

Boston Family Office Portfolio holdings

AUM $1.51B
1-Year Est. Return 12.61%
This Quarter Est. Return
1 Year Est. Return
+12.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$2.97M
3
+$992K
4
WM icon
Waste Management
WM
+$919K
5
MSFT icon
Microsoft
MSFT
+$727K

Top Sells

1
+$1.61M
2
+$1.15M
3
+$989K
4
CELG
Celgene Corp
CELG
+$924K
5
XOM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40M 3.8%
544,436
-15,676
2
$37.2M 3.54%
334,167
+156,985
3
$27.2M 2.59%
118,285
-828
4
$25.9M 2.46%
100,540
-870
5
$25.3M 2.41%
78,749
+537
6
$25.1M 2.39%
139,018
-2,411
7
$23.7M 2.25%
150,243
+4,607
8
$23.6M 2.24%
255,120
+620
9
$20.6M 1.96%
109,468
-377
10
$19.7M 1.87%
102,109
-1,529
11
$18M 1.71%
177,255
-496
12
$17.7M 1.68%
150,793
-533
13
$17.4M 1.65%
68,115
-409
14
$17M 1.62%
116,800
-11,005
15
$16.8M 1.6%
108,940
+3,930
16
$16.5M 1.57%
81,267
+111
17
$16M 1.52%
138,249
+25,685
18
$15.7M 1.49%
91,847
-274
19
$14.9M 1.42%
39,729
-1,167
20
$14.8M 1.41%
65,366
+111
21
$14.1M 1.34%
167,668
-4,162
22
$13.1M 1.24%
294,242
-12,310
23
$12.8M 1.22%
54,588
+83
24
$12.8M 1.22%
102,315
-2,434
25
$12.6M 1.19%
147,962
-1,056
1
2 3 4 5