Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
TWIN FOCUS CAPITAL PARTNERS LLC 02-13-2024 12-31-2023 223 1,106,663,358
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
HUBSPOT INC COM 1 $283,229,791 487,873 0.03 0.00 487,348 92828.19 12-31-2023
PTC INC COM 2 $177,080,865 1,012,122 0.02 1,012,122 +Inf 12-31-2023
ISHARES TR CORE MSCI EAFE 3 $61,412,770 872,960 0.01 0.01 339,781 63.73 12-31-2023
VANGUARD INDEX FDS TOTAL STK MKT 4 $51,234,730 215,980 0.00 0.01 40,117 22.81 12-31-2023
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