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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
63
14
12
3
4
1
51
15
13
BOSTON FAMILY OFFICE LLC

Time Period2018-12-31

Total Holdings248

Total Value ($x1000)804,499
Activities
New8

Increased54

Unchanged59

Decreased127

Sold Out24

Top 10 Stock Holdingstotal 21.56%
AAPL2.77

AMT2.58

SPY2.4

UNP2.38

JNJ2.29

 
AMZN2.09

ECL1.91

ANSS1.77

MMC1.73

FRC1.64

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
2.77%
COM
AMT
2.58%
COM
SPY
2.4%
TR UNIT
UNP
2.38%
COM
JNJ
2.29%
COM
AMZN
2.09%
COM
ECL
1.91%
COM
ANSS
1.77%
COM
MMC
1.73%
COM
FRC
1.64%
COM
BRK.B
1.63%
CL B NEW
NKE
1.62%
CL B
V
1.57%
COM CL A
MSFT
1.56%
COM
MDY
1.56%
UTSER1 S&PDCRP
VWO
1.52%
FTSE EMR MKT ETF
ADP
1.49%
COM
ROK
1.48%
COM
IJR
1.48%
CORE S&P SCP ETF
ZBRA
1.47%
CL A
IQV
1.43%
COM
ATR
1.3%
COM
PG
1.27%
COM
MKC
1.2%
COM NON VTG
VZ
1.19%
COM
XOM
1.16%
COM
NSRGY
1.16%
COM
DLTR
1.1%
COM
GOOG
1.09%
CAP STK CL C
MIDD
1.07%
COM
ROP
1.04%
COM
PEP
1.04%
COM
SYK
1.02%
COM
NEE
0.99%
COM
AFL
0.98%
COM
MRK
0.97%
COM
TEL
0.97%
REG SHS
LIN
0.96%
COM
ABT
0.96%
COM
GIS
0.94%
COM
RTN
0.91%
COM NEW
TMO
0.88%
COM
ABBV
0.87%
COM
CELG
0.86%
COM
GILD
0.85%
COM
MCD
0.85%
COM
QQQ
0.8%
UNIT SER 1
MMM
0.8%
COM
CVS
0.75%
COM
DHR
0.71%
COM
PFE
0.61%
COM
SPGI
0.6%
COM
IDXX
0.58%
COM
EEM
0.55%
MSCI EMG MKT ETF
JPM
0.54%
COM
CLX
0.53%
COM
GLNG
0.53%
SHS
CVX
0.53%
COM
AL
0.51%
CL A
CSCO
0.51%
COM
INTC
0.51%
COM
KO
0.47%
COM
PM
0.47%
COM
LKQ
0.45%
COM
SHW
0.44%
COM
ORCL
0.44%
COM
HD
0.43%
COM
RPM
0.43%
COM
LECO
0.42%
COM
LOW
0.42%
COM
BDX
0.41%
COM
CRM
0.4%
COM
NEOG
0.39%
COM
VEU
0.39%
ALLWRLD EX US
MO
0.39%
COM
D
0.38%
COM
EOG
0.37%
COM
VTI
0.36%
TOTAL STK MKT
CMCSA
0.35%
CL A
APD
0.34%
COM
DIS
0.34%
COM DISNEY
NSC
0.34%
COM
IFF
0.33%
COM
GOOGL
0.32%
CAP STK CL A
CL
0.32%
COM
WY
0.31%
COM
PH
0.3%
COM
WAB
0.29%
COM
VXUS
0.29%
VG TL INTL STK F
XBI
0.29%
S&P BIOTECH
SRCL
0.29%
COM
GLW
0.29%
COM
IBM
0.28%
COM
KMI
0.28%
COM
FDX
0.27%
COM
NVO
0.27%
ADR
BMY
0.27%
COM
DWDP
0.27%
COM
NVS
0.26%
SPONSORED ADR
AMGN
0.26%
COM
SSNC
0.25%
COM
HOLX
0.24%
COM
THO
0.24%
COM
XYL
0.24%
COM
HCN
0.23%
COM
VIG
0.23%
DIV APP ETF
AXP
0.23%
COM
MDLZ
0.22%
CL A
T
0.22%
COM
CB
0.22%
COM
VXF
0.21%
EXTEND MKT ETF
IJH
0.21%
CORE S&P MCP ETF
ITW
0.21%
COM
VEA
0.21%
FTSE DEV MKT ETF
DEO
0.19%
SPON ADR NEW
NTRS
0.18%
COM
UTX
0.18%
COM
XRAY
0.18%
COM
BSX
0.17%
COM
ILMN
0.17%
COM
K
0.17%
COM
HUBB
0.16%
COM
SLB
0.16%
COM
ADI
0.16%
COM
KMB
0.16%
COM
QCOM
0.16%
COM
DNB
0.16%
COM
DGS
0.15%
EMG MKTS SMCAP
IR
0.15%
SHS
WM
0.15%
COM
TGT
0.15%
COM
FB
0.15%
CL A
FTV
0.14%
COM
IWM
0.14%
RUSSELL 2000 ETF
LLY
0.14%
COM
VNQ
0.14%
REIT ETF
MOTI
0.13%
MORNINGSTAR INTL
ICUI
0.13%
COM
HON
0.13%
COM
STX
0.12%
SHS
RDS/A
0.12%
SPONS ADR A
VV
0.12%
LARGE CAP ETF
BRK.A
0.11%
CL A
GPC
0.11%
COM
IWC
0.11%
MICRO-CAP ETF
NOW
0.11%
COM
IWO
0.11%
RUS 2000 GRW ETF
KEWEENAW...
0.1%
COM
COP
0.1%
COM
SEDG
0.1%
COM
SWK
0.1%
COM
CREE
0.1%
COM
BK
0.1%
COM
COST
0.09%
COM
STWD
0.09%
COM
FISV
0.09%
COM
IVW
0.09%
S&P 500 GRWT ETF
VO
0.09%
MID CAP ETF
GE
0.09%
COM
MDT
0.09%
SHS
ACN
0.09%
SHS CLASS A
SDY
0.08%
S&P DIVID ETF
IWR
0.08%
RUS MID-CAP ETF
CHD
0.08%
COM
IVV
0.08%
CORE S&P500 ETF
WMT
0.07%
COM
KHC
0.07%
COM
WBA
0.07%
COM
PYPL
0.07%
COM
STE
0.07%
SHS USD
TER
0.07%
COM
TRV
0.07%
COM
APC
0.07%
COM
IVE
0.07%
S&P 500 VAL ETF
WFC
0.07%
COM
ADBE
0.07%
COM
JEC
0.07%
COM
BAX
0.07%
COM
EMR
0.07%
COM
WP
0.07%
CL A
LNC
0.07%
COM
PNC
0.06%
COM
IEFA
0.06%
CORE MSCI EAFE
ALLE
0.06%
ORD SHS
VB
0.06%
SMALL CP ETF
JCI
0.06%
SHS
ALL
0.06%
COM
YUM
0.06%
COM
IYW
0.06%
U.S. TECH ETF
VFH
0.06%
FINANCIALS ETF
FCX
0.06%
COM
ES
0.05%
COM
WPC
0.05%
COM
UNH
0.05%
COM
VIS
0.05%
INDUSTRIAL ETF
MIC
0.05%
MEMBERSHIP INT
ALGN
0.05%
COM
SQ
0.05%
CL A
BUD
0.05%
SPONSORED ADR
UGI
0.05%
COM
INTU
0.05%
COM
GMT
0.05%
COM
VLO
0.05%
COM
WEC
0.05%
COM
VYM
0.05%
HIGH DIV YLD
SYY
0.05%
COM
CI
0.05%
COM
UL
0.04%
SPON ADR NEW
UPS
0.04%
CL B
TXN
0.04%
COM
IGM
0.04%
N AMER TECH ETF
BA
0.04%
COM
VOO
0.04%
SHS
GSK
0.04%
SPONSORED ADR
SWKS
0.04%
COM
CDK
0.04%
COM
TJX
0.04%
COM
CATC
0.04%
COM
AVY
0.04%
COM
SONA
0.04%
COM
CRSP
0.04%
NAMEN AKT
VT
0.04%
TT WRLD ST ETF
BKNG
0.04%
COM
COHR
0.04%
COM
MA
0.03%
CL A
FIS
0.03%
COM
MOAT
0.03%
MORNINGSTAR WIDE
SBUX
0.03%
COM
GPN
0.03%
COM
XXII
0.03%
COM
VGT
0.03%
INF TECH ETF
EFA
0.03%
MSCI EAFE ETF
IBB
0.03%
NASDQ BIOTEC ETF
CPB
0.03%
COM
HRB
0.03%
COM
DOV
0.03%
COM
CTSH
0.03%
CL A
GWRE
0.03%
COM
STT
0.03%
COM
BWA
0.03%
COM
VDC
0.03%
CONSUM STP ETF
NEM
0.02%
COM
NMM
< 0.01%
UNIT LPI
RAD
< 0.01%
COM
FLUENCE ...
< 0.01%
COM
GSAT
< 0.01%
COM
HYPERTEN...
< 0.01%
COM
VIASPACE...
< 0.01%
COM
PX
0.84%
COM
DIA
0.11%
UT SER 1
POL
0.08%
COM
ESRX
0.07%
COM
NVDA
0.06%
COM
OZK
0.06%
COM
VHT
0.04%
HEALTH CAR ETF
ACWI
0.04%
MSCI ACWI ETF
VCR
0.03%
CONSUM DIS ETF
HAL
0.03%
COM
VDE
0.03%
ENERGY ETF
FBHS
0.03%
COM
SAIC
0.02%
COM
ENTA
0.02%
COM
EWA
0.02%
MSCI AUST ETF
XLE
0.02%
SBI INT-ENERGY
PSX
0.02%
COM
TROW
0.02%
COM
TOT
0.02%
SPONSORED ADR
HSIC
0.02%
COM
XLI
0.02%
SBI INT-INDS
IEMG
0.02%
CORE MSCI EMKT
CHTR
0.02%
CL A
CATB
< 0.01%
COM