Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOSTON FAMILY OFFICE LLC | 02-12-2024 | 12-31-2023 | 260 | 1,330,157,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Apple Inc. | COM | 1 | $64,676,000 | 335,924 | 4.86 | 4.84 | -9,227 | -2.67 | 12-31-2023 |
| Microsoft Corporation | COM | 2 | $52,293,000 | 139,061 | 3.93 | 3.77 | -6,704 | -4.60 | 12-31-2023 |
| Amazon.com, Inc. | COM | 3 | $39,949,000 | 262,926 | 3.00 | 2.77 | -2,715 | -1.02 | 12-31-2023 |
| Visa Inc. Class A | COM CL A | 4 | $36,904,000 | 141,748 | 2.77 | 2.72 | -2,775 | -1.92 | 12-31-2023 |
