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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 $2,433,544,289
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Applovin Corp
 APP 3,501,904 $927,899,573 38.13%
2.
Apple Inc.
 AAPL 741,110 $164,622,610 6.76%
3.
Amazon Com Inc
 AMZN 339,865 $64,662,789 2.66%
4.
Broadcom Inc.
 AVGO 359,794 $60,240,292 2.48%
5.
Ishares Trust Core Msci Eafe E - ETF
 737,140 $55,764,654 2.29%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)