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  Name: BOSTON FAMILY OFFICE LLC
  City: BOSTON
  State: MA
  Zip: 02110
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,330,157,000
  Total Value Change : $109,944,000
  Securities Held Change : 7
   
All Securities Held : 260
  New Positions : 9
  Closed Positions : 5
  Increased Positions : 63
  Unchanged Positions : 70
  Decreased Positions : 118

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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VLTO)1 Year Chart         VLTO Veralto Corp 195 New $95.89 $482,000 5,864 0.04% 482,000 5,864 0.002    N/A
   (WAT)1 Year Chart         WAT Waters Corp 228 New $321.25 $262,000 795 0.02% 262,000 795 0.001    Scientific & Technica...
   (SPLV)1 Year Chart         SPLV Powershares S&Amp;P 500 Low... 229 New $64.04 $257,000 4,109 0.02% 257,000 4,109 0.019    N/A
   (NXPI)1 Year Chart         NXPI NXP Semiconductors NV 243 New $257.85 $214,000 930 0.02% 214,000 930 0    Semiconductor- Broad...
   (NYT)1 Year Chart         NYT New York Times Co 247 New $45.04 $206,000 4,200 0.02% 206,000 4,200 0.003    Publishing
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 249 New $79.26 $204,000 2,515 0.02% 204,000 2,515 0.002    Closed - End Fund - Debt
   (MRNA)1 Year Chart         MRNA Moderna, Inc. 252 New $0.00 $201,000 2,024 0.02% 201,000 2,024 0.001    N/A
   (CWT)1 Year Chart         CWT California Water Service Group 253 New $50.57 $200,000 3,865 0.02% 200,000 3,865 0.008    Water Utilities

      8 Records Found
  1    
Page 1 of 1
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