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Home > Institutional Investor > Boston Private Wealth Llc > Profile

Instuitional Investor - Boston Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Boston Private Wealth Llc
Portfolio Value $5,352,192,180
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Applovin Corp
 APP 5,502,645 $1,781,921,530 33.29%
2.
Apple Inc.
 AAPL 1,604,869 $401,891,339 7.5%
3.
Microsoft Corp
 MSFT 331,078 $139,549,540 2.6%
4.
Ishares Russell Top 200 Growth
 459,585 $108,126,713 2.02%
5.
Broadcom Inc.
 AVGO 435,478 $100,961,205 1.88%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)