Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOSTON FAMILY OFFICE LLC | 05-13-2024 | 03-31-2024 | 264 | 1,389,941,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Microsoft Corporation | COM | 1 | $56,719,000 | 134,815 | 4.08 | 3.93 | -4,246 | -3.05 | 03-31-2024 |
| Apple Inc. | COM | 2 | $56,482,000 | 329,377 | 4.06 | 4.86 | -6,547 | -1.95 | 03-31-2024 |
| Amazon.com, Inc. | COM | 3 | $45,514,000 | 252,322 | 3.27 | 3.00 | -10,604 | -4.03 | 03-31-2024 |
| Visa Inc. Class A | COM CL A | 4 | $39,247,000 | 140,631 | 2.82 | 2.77 | -1,117 | -0.79 | 03-31-2024 |
