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 |
|---|---|---|---|---|---|---|---|---|---|
| Weyerhaeuser Company | COM NEW | 151 | $1,113,000 | 39,221 | 0.08 | 0.10 | -1,340 | -3.30 | 06-30-2024 |
| Applied Materials, Inc. | COM | 152 | $1,085,000 | 4,596 | 0.08 | 0.07 | 0 | 0.00 | 06-30-2024 |
| Cisco Systems, Inc. | COM | 153 | $1,075,000 | 22,636 | 0.08 | 0.08 | 0 | 0.00 | 06-30-2024 |
| Starwood Property Trust, Inc. | COM | 154 | $1,057,000 | 55,804 | 0.08 | 0.09 | -3,150 | -5.34 | 06-30-2024 |
