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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
13
14
4
6
1
53
16
14
BOSTON FAMILY OFFICE LLC

Time Period2018-09-30

Total Holdings264

Total Value ($x1000)948,956
Activities
New6

Increased81

Unchanged77

Decreased100

Sold Out5

Top 10 Stock Holdingstotal 21.57%
AAPL3.43

UNP2.42

SPY2.37

JNJ2.16

AMZN2.15

 
AMT2.02

ANSS2

ECL1.76

MDY1.64

NKE1.62

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
3.43%
COM
UNP
2.42%
COM
SPY
2.37%
TR UNIT
JNJ
2.16%
COM
AMZN
2.15%
COM
AMT
2.02%
COM
ANSS
2%
COM
ECL
1.76%
COM
MDY
1.64%
UTSER1 S&PDCRP
NKE
1.62%
CL B
IJR
1.58%
CORE S&P SCP ETF
ROK
1.57%
COM
FRC
1.55%
COM
VWO
1.53%
FTSE EMR MKT ETF
MMC
1.53%
COM
BRK.B
1.5%
CL B NEW
MSFT
1.47%
COM
ADP
1.39%
COM
IQV
1.35%
COM
ZBRA
1.34%
CL A
V
1.31%
COM CL A
XOM
1.29%
COM
ATR
1.28%
COM
TEL
1.24%
REG SHS
MIDD
1.15%
COM
CELG
1.1%
COM
NSRGY
1.07%
COM
PG
1.06%
COM
GOOG
1.06%
CAP STK CL C
MKC
1.03%
COM NON VTG
SYK
0.99%
COM
VZ
0.98%
COM
ROP
0.97%
COM
CVS
0.96%
COM
PEP
0.91%
COM
GILD
0.9%
COM
GIS
0.89%
COM
AFL
0.87%
COM
ABT
0.86%
COM
ABBV
0.85%
COM
DLTR
0.85%
COM
NEE
0.85%
COM
PX
0.84%
COM
QQQ
0.82%
UNIT SER 1
RTN
0.82%
COM NEW
MRK
0.8%
COM
MMM
0.78%
COM
TMO
0.72%
COM
AL
0.7%
CL A
MCD
0.69%
COM
DHR
0.64%
COM
IDXX
0.61%
COM
SPGI
0.59%
COM
GLNG
0.58%
SHS
LKQ
0.56%
COM
ORCL
0.55%
COM
SRCL
0.55%
COM
PFE
0.53%
COM
WY
0.52%
COM
JPM
0.52%
COM
CVX
0.5%
COM
PM
0.5%
COM
CSCO
0.49%
COM
LOW
0.49%
COM
EEM
0.47%
MSCI EMG MKT ETF
SLB
0.45%
COM
EOG
0.45%
COM
INTC
0.45%
COM
CLX
0.43%
COM
WAB
0.43%
COM
LECO
0.43%
COM
SHW
0.42%
COM
RPM
0.41%
COM
BDX
0.41%
COM
MO
0.41%
COM
VEU
0.39%
ALLWRLD EX US
KO
0.39%
COM
THO
0.39%
COM
CRM
0.39%
COM
D
0.38%
COM
HD
0.38%
COM
KMI
0.37%
COM
XBI
0.36%
S&P BIOTECH
CL
0.35%
COM
VTI
0.35%
TOTAL STK MKT
NEOG
0.35%
COM
FDX
0.35%
COM
NSC
0.35%
COM
DIS
0.34%
COM DISNEY
APD
0.33%
COM
IBM
0.32%
COM
PH
0.31%
COM
GOOGL
0.31%
CAP STK CL A
CMCSA
0.31%
CL A
VXUS
0.29%
VG TL INTL STK F
IFF
0.29%
COM
GLW
0.28%
COM
VXF
0.28%
EXTEND MKT ETF
BMY
0.28%
COM
SSNC
0.27%
COM
DWDP
0.27%
COM
FB
0.26%
CL A
NVS
0.24%
SPONSORED ADR
NVO
0.24%
ADR
AMGN
0.23%
COM
XYL
0.23%
COM
HOLX
0.22%
COM
T
0.22%
COM
AXP
0.22%
COM
DEO
0.22%
SPON ADR NEW
UTX
0.21%
COM
VEA
0.21%
FTSE DEV MKT ETF
CB
0.21%
COM
IJH
0.21%
CORE S&P MCP ETF
ITW
0.2%
COM
VIG
0.2%
DIV APP ETF
MDLZ
0.2%
CL A
QCOM
0.2%
COM
NTRS
0.19%
COM
GE
0.19%
COM
VV
0.19%
LARGE CAP ETF
HUBB
0.19%
COM
XRAY
0.19%
COM
HCN
0.18%
COM
K
0.17%
COM
TGT
0.17%
COM
ILMN
0.16%
COM
FTV
0.15%
COM
BSX
0.15%
COM
ADI
0.15%
COM
IR
0.15%
SHS
DGS
0.14%
EMG MKTS SMCAP
MOTI
0.14%
MORNINGSTAR INTL
IWC
0.14%
MICRO-CAP ETF
DNB
0.14%
COM
HON
0.13%
COM
ICUI
0.13%
COM
KMB
0.13%
COM
WM
0.13%
COM
STX
0.13%
SHS
VNQ
0.13%
REIT ETF
RDS/A
0.13%
SPONS ADR A
IWM
0.12%
RUSSELL 2000 ETF
KEWEENAW...
0.12%
COM
IWO
0.12%
RUS 2000 GRW ETF
APC
0.12%
COM
DIA
0.11%
UT SER 1
LLY
0.11%
COM
COP
0.11%
COM
SWK
0.1%
COM
BRK.A
0.1%
CL A
WBA
0.1%
COM
GPC
0.1%
COM
ALGN
0.1%
COM
IVW
0.09%
S&P 500 GRWT ETF
STWD
0.09%
COM
MDT
0.09%
SHS
FISV
0.09%
COM
BK
0.09%
COM
ACN
0.09%
SHS CLASS A
NOW
0.08%
COM
SDY
0.08%
S&P DIVID ETF
KHC
0.08%
COM
IWR
0.08%
RUS MID-CAP ETF
POL
0.08%
COM
IVV
0.07%
CORE S&P500 ETF
SQ
0.07%
CL A
CREE
0.07%
COM
JEC
0.07%
COM
LNC
0.07%
COM
EMR
0.07%
COM
VFH
0.07%
FINANCIALS ETF
ESRX
0.07%
COM
WP
0.07%
CL A
ADBE
0.07%
COM
SEDG
0.07%
COM
IVE
0.07%
S&P 500 VAL ETF
BAX
0.07%
COM
CHD
0.07%
COM
TRV
0.07%
COM
NVDA
0.06%
COM
STE
0.06%
SHS USD
WMT
0.06%
COM
FCX
0.06%
COM
PNC
0.06%
COM
OZK
0.06%
COM
VIS
0.06%
INDUSTRIAL ETF
VB
0.06%
SMALL CP ETF
IEFA
0.06%
CORE MSCI EAFE
ALL
0.06%
COM
CPB
0.06%
COM
TER
0.06%
COM
VGT
0.06%
INF TECH ETF
IYW
0.06%
U.S. TECH ETF
ALLE
0.06%
ORD SHS
VO
0.06%
MID CAP ETF
MIC
0.06%
MEMBERSHIP INT
BUD
0.06%
SPONSORED ADR
WFC
0.06%
COM
JCI
0.05%
SHS
GMT
0.05%
COM
CRSP
0.05%
NAMEN AKT
COHR
0.05%
COM
INTU
0.05%
COM
SWKS
0.05%
COM
BA
0.05%
COM
YUM
0.05%
COM
WPC
0.05%
COM
STT
0.05%
COM
BKNG
0.05%
COM
CDK
0.05%
COM
SYY
0.05%
COM
UPS
0.04%
CL B
ES
0.04%
COM
IGM
0.04%
N AMER TECH ETF
UGI
0.04%
COM
UNH
0.04%
COM
VYM
0.04%
HIGH DIV YLD
TXN
0.04%
COM
VHT
0.04%
HEALTH CAR ETF
ACWI
0.04%
MSCI ACWI ETF
SONA
0.04%
COM
AVY
0.04%
COM
WEC
0.04%
COM
MA
0.04%
CL A
UL
0.04%
SPON ADR NEW
VT
0.04%
TT WRLD ST ETF
VOO
0.04%
SHS
COST
0.03%
COM
CATC
0.03%
COM
VCR
0.03%
CONSUM DIS ETF
HAL
0.03%
COM
GPN
0.03%
COM
MOAT
0.03%
MORNINGSTAR WIDE
FIS
0.03%
COM
GSK
0.03%
SPONSORED ADR
XXII
0.03%
COM
VDE
0.03%
ENERGY ETF
DOV
0.03%
COM
CTSH
0.03%
CL A
EFA
0.03%
MSCI EAFE ETF
BWA
0.03%
COM
FBHS
0.03%
COM
SAIC
0.02%
COM
ENTA
0.02%
COM
HRB
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
GWRE
0.02%
COM
HSIC
0.02%
COM
XLI
0.02%
SBI INT-INDS
IEMG
0.02%
CORE MSCI EMKT
CHTR
0.02%
CL A
SBUX
0.02%
COM
RAD
0.01%
COM
NMM
< 0.01%
UNIT LPI
CATB
< 0.01%
COM
FLUENCE ...
< 0.01%
COM
GSAT
< 0.01%
COM
HYPERTEN...
< 0.01%
COM
VIASPACE...
< 0.01%
COM
NYT
0.09%
CL A
AGN
0.04%
SHS
AMAT
0.03%
COM
NEM
0.02%
COM
LEN
0.02%
CL A