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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
15
16
6
6
2
54
17
12
BOSTON FAMILY OFFICE LLC

Time Period2017-12-31

Total Holdings261

Total Value ($x1000)910,906
Activities
New14

Increased67

Unchanged69

Decreased111

Sold Out10

Top 10 Stock Holdingstotal 20.39%
AAPL2.89

JNJ2.38

SPY2.36

UNP2.12

ANSS2.02

 
AMT1.93

VWO1.72

ROK1.68

XOM1.65

MDY1.64

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
2.89%
COM
JNJ
2.38%
COM
SPY
2.36%
TR UNIT
UNP
2.12%
COM
ANSS
2.02%
COM
AMT
1.93%
COM
VWO
1.72%
FTSE EMR MKT ETF
ROK
1.68%
COM
XOM
1.65%
COM
MDY
1.64%
UTSER1 S&PDCRP
ECL
1.61%
COM
MMC
1.58%
COM
CELG
1.56%
COM
IJR
1.49%
CORE S&P SCP ETF
FRC
1.48%
COM
BRK.B
1.45%
CL B NEW
PG
1.36%
COM
ORCL
1.3%
COM
GIS
1.29%
COM
NKE
1.29%
CL B
MIDD
1.26%
COM
PH
1.2%
COM
NSRGY
1.19%
COM
DLTR
1.13%
COM
AMZN
1.13%
COM
ATR
1.07%
COM
MSFT
1.06%
COM
ADP
1.05%
COM
PEP
1.03%
COM
IQV
0.99%
COM
MMM
0.97%
COM
ABBV
0.96%
COM
SYK
0.92%
COM
ZBRA
0.91%
CL A
GILD
0.9%
COM
CVS
0.89%
COM
TEL
0.88%
REG SHS
GOOG
0.87%
CAP STK CL C
PX
0.86%
COM
AFL
0.85%
COM
QQQ
0.85%
UNIT SER 1
MKC
0.81%
COM NON VTG
ROP
0.81%
COM
AL
0.8%
CL A
NEE
0.8%
COM
LKQ
0.75%
COM
SLB
0.75%
COM
THO
0.74%
COM
SRCL
0.73%
COM
MCD
0.73%
COM
V
0.7%
COM CL A
GE
0.68%
COM
ABT
0.68%
COM
PM
0.67%
COM
GLNG
0.67%
SHS
MRK
0.66%
COM
WY
0.64%
COM
CVX
0.62%
COM
WAB
0.61%
COM
KMI
0.61%
COM
STRP
0.59%
CL B
DHR
0.57%
COM
RTN
0.56%
COM NEW
SPGI
0.54%
COM
EEM
0.54%
MSCI EMG MKT ETF
JPM
0.52%
COM
XRAY
0.52%
COM
TMO
0.51%
COM
MO
0.5%
COM
INTC
0.5%
COM
PFE
0.45%
COM
LOW
0.44%
COM
LECO
0.44%
COM
KO
0.44%
COM
CLX
0.43%
COM
VEU
0.42%
ALLWRLD EX US
CL
0.41%
COM
IBM
0.41%
COM
CSCO
0.4%
COM
EOG
0.39%
COM
D
0.38%
COM
VZ
0.38%
COM
IDXX
0.38%
COM
SHW
0.38%
COM
HD
0.38%
COM
CMCSA
0.36%
CL A
RPM
0.34%
COM
NEOG
0.34%
COM
DWDP
0.34%
COM
FB
0.33%
CL A
DIS
0.33%
COM DISNEY
FDX
0.32%
COM
APD
0.32%
COM
BDX
0.31%
COM
MON
0.3%
COM
NSC
0.29%
COM
BMY
0.28%
COM
NVO
0.28%
ADR
HOLX
0.28%
COM
GOOGL
0.28%
CAP STK CL A
GLW
0.27%
COM
VXUS
0.27%
VG TL INTL STK F
VXF
0.27%
EXTEND MKT ETF
NVS
0.26%
SPONSORED ADR
VEA
0.24%
FTSE DEV MKT ETF
T
0.24%
COM
DEO
0.24%
SPON ADR NEW
VTI
0.23%
TOTAL STK MKT
IFF
0.23%
COM
ITW
0.23%
COM
AMGN
0.23%
COM
CB
0.23%
COM
NTRS
0.23%
COM
VV
0.22%
LARGE CAP ETF
AXP
0.22%
COM
UTX
0.22%
COM
SSNC
0.21%
COM
IWC
0.2%
MICRO-CAP ETF
HUBB
0.2%
COM
HON
0.2%
COM
MDLZ
0.2%
CL A
QCOM
0.19%
COM
WBA
0.18%
COM
K
0.18%
COM
CPB
0.17%
COM
DGS
0.17%
EMG MKTS SMCAP
HCN
0.17%
COM
DNB
0.16%
COM
VIG
0.15%
DIV APP ETF
KMB
0.15%
COM
FTV
0.15%
COM
IJH
0.14%
CORE S&P MCP ETF
CRM
0.14%
COM
SWK
0.14%
COM
TGT
0.14%
COM
KEWEENAW...
0.13%
COM
XYL
0.13%
COM
BRK.A
0.13%
CL A
WM
0.13%
COM
IR
0.13%
SHS
ADI
0.13%
COM
RDS/A
0.13%
SPONS ADR A
FISV
0.13%
COM
WFC
0.12%
COM
VNQ
0.12%
REIT ETF
KHC
0.12%
COM
IWM
0.12%
RUSSELL 2000 ETF
BSX
0.11%
COM
ICUI
0.11%
COM
IWO
0.1%
RUS 2000 GRW ETF
CREE
0.1%
COM
ILMN
0.1%
COM
COHR
0.1%
COM
POL
0.1%
COM
APC
0.1%
COM
GPC
0.1%
COM
LLY
0.09%
COM
STX
0.09%
SHS
TER
0.09%
COM
FCX
0.09%
COM
STWD
0.09%
COM
SDY
0.09%
S&P DIVID ETF
WPC
0.09%
COM
LNC
0.09%
COM
COP
0.08%
COM
OZRK
0.08%
COM
AGN
0.08%
SHS
IVW
0.08%
S&P 500 GRWT ETF
MDT
0.08%
SHS
BK
0.08%
COM
IWR
0.08%
RUS MID-CAP ETF
BUD
0.08%
SPONSORED ADR
DIA
0.08%
UT SER 1
MIC
0.08%
MEMBERSHIP INT
TRV
0.08%
COM
ACN
0.07%
SHS CLASS A
BA
0.07%
COM
EMR
0.07%
COM
WMT
0.07%
COM
PNC
0.07%
COM
MOTI
0.07%
MORNINGSTAR INTL
ALL
0.07%
COM
UPS
0.07%
CL B
IVE
0.07%
S&P 500 VAL ETF
JEC
0.07%
COM
IEFA
0.07%
CORE MSCI EAFE
NYT
0.06%
CL A
TWX
0.06%
COM NEW
VGT
0.06%
INF TECH ETF
CHD
0.06%
COM
ALGN
0.06%
COM
VB
0.06%
SMALL CP ETF
BAX
0.06%
COM
ES
0.06%
COM
STT
0.06%
COM
ESRX
0.06%
COM
VO
0.06%
MID CAP ETF
CDK
0.05%
COM
WORLDPAY...
0.05%
COM
SWKS
0.05%
COM
STE
0.05%
SHS USD
IYW
0.05%
U.S. TECH ETF
YUM
0.05%
COM
ALLE
0.05%
ORD SHS
PCLN
0.05%
COM NEW
AVY
0.05%
COM
HAL
0.05%
COM
TXN
0.04%
COM
VIS
0.04%
INDUSTRIAL ETF
IVV
0.04%
CORE S&P500 ETF
SONA
0.04%
COM
VCR
0.04%
CONSUM DIS ETF
UGI
0.04%
COM
AKAM
0.04%
COM
WEC
0.04%
COM
VHT
0.04%
HEALTH CAR ETF
TSLA
0.04%
COM
ACWI
0.04%
MSCI ACWI ETF
SYY
0.04%
COM
UL
0.04%
SPON ADR NEW
UNH
0.04%
COM
GMT
0.04%
COM
IGM
0.04%
N AMER TECH ETF
VT
0.04%
TT WRLD ST ETF
INTU
0.04%
COM
FBHS
0.04%
COM
DOV
0.03%
COM
VFH
0.03%
FINANCIALS ETF
VDC
0.03%
CONSUM STP ETF
BWA
0.03%
COM
NWL
0.03%
COM
XXII
0.03%
COM
CATC
0.03%
COM
NOW
0.03%
COM
COST
0.03%
COM
AMAT
0.03%
COM
GSK
0.03%
SPONSORED ADR
MA
0.03%
CL A
FIS
0.03%
COM
JNPR
0.03%
COM
EWA
0.03%
MSCI AUST ETF
CTSH
0.03%
CL A
GPN
0.03%
COM
LEN
0.03%
CL A
XLE
0.03%
SBI INT-ENERGY
HRB
0.03%
COM
DE
0.03%
COM
NXPI
0.03%
COM
SAIC
0.03%
COM
IEMG
0.02%
CORE MSCI EMKT
PSX
0.02%
COM
NEM
0.02%
COM
TROW
0.02%
COM
CHTR
0.02%
CL A
MOAT
0.02%
MORNINGSTAR WIDE
RAD
0.01%
COM
FMSA
0.01%
COM
NMM
0.01%
UNIT LPI
CATB
< 0.01%
COM
HYPERTEN...
< 0.01%
COM
VIASPACE...
< 0.01%
COM
Q
0.95%
COM
BKU
0.34%
COM
BCR
0.16%
COM
ALK
0.09%
COM
VNTV
0.05%
CL A
NAT
0.05%
COM
BX
0.03%
COM UNIT LTD
IFSM
0.03%
DEVSMCP EXNA ETF
C
0.02%
COM NEW
AVP
< 0.01%
COM