Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOSTON FAMILY OFFICE LLC | 08-12-2024 | 06-30-2024 | 265 | 1,387,716,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Apple Inc. | COM | 1 | $68,536,000 | 325,403 | 4.94 | 4.06 | -3,974 | -1.21 | 06-30-2024 |
| Microsoft Corporation | COM | 2 | $60,530,000 | 135,429 | 4.36 | 4.08 | 614 | 0.46 | 06-30-2024 |
| Amazon.com, Inc. | COM | 3 | $48,219,000 | 249,517 | 3.47 | 3.27 | -2,805 | -1.11 | 06-30-2024 |
| Alphabet Inc. Class C | CAP STK CL C | 4 | $38,528,000 | 210,056 | 2.78 | 2.30 | -246 | -0.12 | 06-30-2024 |
