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 |
|---|---|---|---|---|---|---|---|---|---|
| Walt Disney Company | COM | 51 | $8,723,000 | 87,854 | 0.63 | 0.76 | 1,180 | 1.36 | 06-30-2024 |
| Nestle S.A. Sponsored ADR | COM | 52 | $8,653,000 | 84,477 | 0.62 | 0.71 | -8,620 | -9.26 | 06-30-2024 |
| Home Depot, Inc. | COM | 53 | $7,742,000 | 22,491 | 0.56 | 0.62 | -113 | -0.50 | 06-30-2024 |
| SPDR S&P Midcap 400 ETF Trust | UTSER1 S&PDCRP | 54 | $7,714,000 | 14,416 | 0.56 | 0.64 | -1,695 | -10.52 | 06-30-2024 |
