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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
62
14
15
5
6
1
52
15
13
BOSTON FAMILY OFFICE LLC

Time Period2018-06-30

Total Holdings263

Total Value ($x1000)883,589
Activities
New10

Increased61

Unchanged79

Decreased113

Sold Out8

Top 10 Stock Holdingstotal 21.23%
AAPL3.2

SPY2.39

UNP2.27

AMT2.14

JNJ2.1

 
ANSS2.04

AMZN1.97

VWO1.74

ECL1.69

MDY1.69

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
3.2%
COM
SPY
2.39%
TR UNIT
UNP
2.27%
COM
AMT
2.14%
COM
JNJ
2.1%
COM
ANSS
2.04%
COM
AMZN
1.97%
COM
VWO
1.74%
FTSE EMR MKT ETF
ECL
1.69%
COM
MDY
1.69%
UTSER1 S&PDCRP
FRC
1.69%
COM
NKE
1.65%
CL B
MMC
1.63%
COM
IJR
1.6%
CORE S&P SCP ETF
ROK
1.43%
COM
XOM
1.43%
COM
BRK.B
1.41%
CL B NEW
TEL
1.32%
REG SHS
ADP
1.31%
COM
MSFT
1.27%
COM
ATR
1.2%
COM
ZBRA
1.17%
CL A
V
1.14%
COM CL A
IQV
1.12%
COM
PG
1.11%
COM
CELG
1.09%
COM
NSRGY
1.08%
COM
GOOG
1.05%
CAP STK CL C
SYK
1.01%
COM
VZ
1%
COM
MIDD
1%
COM
GIS
0.99%
COM
MKC
0.98%
COM NON VTG
ROP
0.97%
COM
PEP
0.95%
COM
DLTR
0.92%
COM
ABBV
0.91%
COM
NEE
0.9%
COM
GILD
0.9%
COM
PX
0.89%
COM
AFL
0.86%
COM
CVS
0.84%
COM
QQQ
0.81%
UNIT SER 1
MMM
0.78%
COM
MRK
0.74%
COM
ABT
0.73%
COM
AL
0.72%
CL A
WAB
0.71%
COM
MCD
0.68%
COM
SRCL
0.67%
COM
GLNG
0.67%
SHS
SPGI
0.66%
COM
WY
0.64%
COM
SLB
0.63%
COM
DHR
0.62%
COM
ORCL
0.62%
COM
RTN
0.6%
COM NEW
TMO
0.59%
COM
LKQ
0.59%
COM
CVX
0.58%
COM
KMI
0.58%
COM
IDXX
0.57%
COM
PM
0.52%
COM
JPM
0.51%
COM
EEM
0.5%
MSCI EMG MKT ETF
INTC
0.49%
COM
THO
0.49%
COM
EOG
0.47%
COM
PFE
0.47%
COM
CSCO
0.47%
COM
LOW
0.44%
COM
LECO
0.44%
COM
NEOG
0.42%
COM
VEU
0.42%
ALLWRLD EX US
CLX
0.42%
COM
MO
0.41%
COM
KO
0.41%
COM
SHW
0.4%
COM
RPM
0.4%
COM
HD
0.38%
COM
D
0.38%
COM
CL
0.37%
COM
BDX
0.36%
COM
XBI
0.35%
S&P BIOTECH
GE
0.34%
COM
DIS
0.33%
COM DISNEY
APD
0.33%
COM
FB
0.33%
CL A
IBM
0.32%
COM
NSC
0.32%
COM
GOOGL
0.31%
CAP STK CL A
CRM
0.31%
COM
CMCSA
0.3%
CL A
FDX
0.3%
COM
DWDP
0.3%
COM
PH
0.29%
COM
VXF
0.28%
EXTEND MKT ETF
BMY
0.26%
COM
XRAY
0.26%
COM
VXUS
0.26%
VG TL INTL STK F
SSNC
0.25%
COM
NVO
0.25%
ADR
GLW
0.25%
COM
VTI
0.25%
TOTAL STK MKT
VEA
0.24%
FTSE DEV MKT ETF
IFF
0.24%
COM
HOLX
0.24%
COM
DEO
0.23%
SPON ADR NEW
T
0.23%
COM
NVS
0.23%
SPONSORED ADR
AMGN
0.23%
COM
NTRS
0.22%
COM
AXP
0.22%
COM
CB
0.21%
COM
MDLZ
0.2%
CL A
UTX
0.2%
COM
ITW
0.2%
COM
ADI
0.19%
COM
HCN
0.19%
COM
XYL
0.19%
COM
K
0.19%
COM
VV
0.18%
LARGE CAP ETF
QCOM
0.17%
COM
HON
0.17%
COM
STX
0.17%
SHS
VIG
0.16%
DIV APP ETF
DGS
0.16%
EMG MKTS SMCAP
HUBB
0.16%
COM
TGT
0.16%
COM
IJH
0.16%
CORE S&P MCP ETF
IWC
0.16%
MICRO-CAP ETF
FTV
0.15%
COM
ICUI
0.15%
COM
KEWEENAW...
0.14%
COM
VNQ
0.14%
REIT ETF
IR
0.14%
SHS
BSX
0.14%
COM
RDS/A
0.14%
SPONS ADR A
KMB
0.13%
COM
DNB
0.13%
COM
IWM
0.13%
RUSSELL 2000 ETF
ILMN
0.13%
COM
MOTI
0.13%
MORNINGSTAR INTL
WM
0.13%
COM
WBA
0.12%
COM
IWO
0.12%
RUS 2000 GRW ETF
DIA
0.11%
UT SER 1
APC
0.11%
COM
COP
0.1%
COM
SWK
0.1%
COM
KHC
0.1%
COM
BK
0.1%
COM
STWD
0.1%
COM
ALGN
0.1%
COM
LLY
0.1%
COM
BRK.A
0.1%
CL A
GPC
0.1%
COM
NYT
0.09%
CL A
IVW
0.09%
S&P 500 GRWT ETF
ACN
0.09%
SHS CLASS A
CREE
0.09%
COM
FISV
0.09%
COM
MDT
0.09%
SHS
TER
0.08%
COM
FCX
0.08%
COM
POL
0.08%
COM
IWR
0.08%
RUS MID-CAP ETF
SDY
0.08%
S&P DIVID ETF
BANK OZK...
0.08%
COM
IVV
0.08%
CORE S&P500 ETF
NOW
0.07%
COM
SEDG
0.07%
COM
BUD
0.07%
SPONSORED ADR
LNC
0.07%
COM
CPB
0.07%
COM
TRV
0.07%
COM
EMR
0.07%
COM
CRSP
0.07%
NAMEN AKT
IVE
0.07%
S&P 500 VAL ETF
BAX
0.07%
COM
PNC
0.07%
COM
JEC
0.07%
COM
VB
0.07%
SMALL CP ETF
IEFA
0.06%
CORE MSCI EAFE
CHD
0.06%
COM
WP
0.06%
CL A
WFC
0.06%
COM
VFH
0.06%
FINANCIALS ETF
STE
0.06%
SHS USD
ADBE
0.06%
COM
UPS
0.06%
CL B
WMT
0.06%
COM
VO
0.06%
MID CAP ETF
ALL
0.06%
COM
ESRX
0.06%
COM
IYW
0.06%
U.S. TECH ETF
STT
0.06%
COM
MIC
0.06%
MEMBERSHIP INT
SWKS
0.06%
COM
WPC
0.05%
COM
ALLE
0.05%
ORD SHS
CDK
0.05%
COM
BKNG
0.05%
COM
VIS
0.05%
INDUSTRIAL ETF
COHR
0.05%
COM
ES
0.05%
COM
INTU
0.05%
COM
GMT
0.05%
COM
SONA
0.05%
COM
BA
0.05%
COM
SYY
0.05%
COM
TXN
0.05%
COM
YUM
0.04%
COM
UGI
0.04%
COM
IGM
0.04%
N AMER TECH ETF
VYM
0.04%
HIGH DIV YLD
HAL
0.04%
COM
UNH
0.04%
COM
AVY
0.04%
COM
UL
0.04%
SPON ADR NEW
ACWI
0.04%
MSCI ACWI ETF
WEC
0.04%
COM
SQ
0.04%
CL A
AGN
0.04%
SHS
VT
0.04%
TT WRLD ST ETF
VGT
0.04%
INF TECH ETF
ENTA
0.04%
COM
MA
0.04%
CL A
CATC
0.04%
COM
COST
0.03%
COM
GSK
0.03%
SPONSORED ADR
FIS
0.03%
COM
CTSH
0.03%
CL A
GPN
0.03%
COM
VOO
0.03%
SHS
MOAT
0.03%
MORNINGSTAR WIDE
BWA
0.03%
COM
FBHS
0.03%
COM
XXII
0.03%
COM
EWA
0.03%
MSCI AUST ETF
SAIC
0.03%
COM
VHT
0.03%
HEALTH CAR ETF
AMAT
0.03%
COM
DOV
0.03%
COM
TROW
0.03%
COM
XLE
0.03%
SBI INT-ENERGY
VCR
0.03%
CONSUM DIS ETF
JCI
0.03%
SHS
NEM
0.02%
COM
NVDA
0.02%
COM
IEMG
0.02%
CORE MSCI EMKT
PSX
0.02%
COM
VDE
0.02%
ENERGY ETF
HRB
0.02%
COM
LEN
0.02%
CL A
TOT
0.02%
SPONSORED ADR
RAD
0.01%
COM
NMM
0.01%
UNIT LPI
CATB
< 0.01%
COM
GSAT
< 0.01%
COM
FLUENCE ...
< 0.01%
COM
HYPERTEN...
< 0.01%
COM
VIASPACE...
< 0.01%
COM
QQQ
0.75%
UNIT SER 1
MON
0.3%
COM
OZRK
0.09%
COM
TWX
0.06%
COM NEW
ARLP
0.04%
UT LTD PART
DE
0.03%
COM
BKF
0.02%
MSCI BRIC INDX
FMSA
0.01%
COM