Boston Family Office Llc Buys Sherwin-Williams Co, S&P Global Inc, Vanguard Extended Market Index ETF, Sells Marsh & McLennan Inc, Dominion Energy Inc, Waste Management Inc

Boston, MA, based Investment company Boston Family Office Llc (Current Portfolio) buys Sherwin-Williams Co, S&P Global Inc, Vanguard Extended Market Index ETF, Alcon Inc, Vanguard Long-Term Bond ETF, sells Marsh & McLennan Inc, Dominion Energy Inc, Waste Management Inc, Golar LNG, The Middleby Corp during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Boston Family Office Llc. As of 2021Q1, Boston Family Office Llc owns 264 stocks with a total value of $1.3 billion. These are the details of the buys and sells.

For the details of BOSTON FAMILY OFFICE LLC's stock buys and sells, go to https://www.gurufocus.com/guru/boston+family+office+llc/current-portfolio/portfolio

These are the top 5 holdings of BOSTON FAMILY OFFICE LLC
  1. Apple Inc (AAPL) - 457,364 shares, 4.21% of the total portfolio. Shares reduced by 3.26%
  2. Amazon.com Inc (AMZN) - 12,153 shares, 2.83% of the total portfolio. Shares reduced by 0.89%
  3. Zebra Technologies Corp (ZBRA) - 75,083 shares, 2.78% of the total portfolio. Shares reduced by 10.59%
  4. Microsoft Corp (MSFT) - 148,950 shares, 2.64% of the total portfolio. Shares reduced by 1.1%
  5. Ansys Inc (ANSS) - 98,434 shares, 2.52% of the total portfolio. Shares reduced by 0.72%
New Purchase: Vanguard Long-Term Bond ETF (BLV)

Boston Family Office Llc initiated holding in Vanguard Long-Term Bond ETF. The purchase prices were between $95.66 and $108.11, with an estimated average price of $101.79. The stock is now traded at around $99.630000. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,795 shares as of 2021-03-31.

New Purchase: Walgreens Boots Alliance Inc (WBA)

Boston Family Office Llc initiated holding in Walgreens Boots Alliance Inc. The purchase prices were between $41.16 and $55.05, with an estimated average price of $49.44. The stock is now traded at around $54.610000. The impact to a portfolio due to this purchase was 0.02%. The holding were 4,250 shares as of 2021-03-31.

New Purchase: Wells Fargo & Co (WFC)

Boston Family Office Llc initiated holding in Wells Fargo & Co. The purchase prices were between $29.7 and $40.81, with an estimated average price of $35.37. The stock is now traded at around $46.515000. The impact to a portfolio due to this purchase was 0.02%. The holding were 5,417 shares as of 2021-03-31.

New Purchase: Coherent Inc (COHR)

Boston Family Office Llc initiated holding in Coherent Inc. The purchase prices were between $148.21 and $260.72, with an estimated average price of $222.62. The stock is now traded at around $259.290000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,202 shares as of 2021-03-31.

New Purchase: Eaton Corp PLC (ETN)

Boston Family Office Llc initiated holding in Eaton Corp PLC. The purchase prices were between $114.86 and $140.77, with an estimated average price of $128.83. The stock is now traded at around $147.385000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,557 shares as of 2021-03-31.

New Purchase: Kansas City Southern (KSU)

Boston Family Office Llc initiated holding in Kansas City Southern. The purchase prices were between $200.98 and $263.92, with an estimated average price of $217.37. The stock is now traded at around $305.380000. The impact to a portfolio due to this purchase was 0.02%. The holding were 898 shares as of 2021-03-31.

Added: Sherwin-Williams Co (SHW)

Boston Family Office Llc added to a holding in Sherwin-Williams Co by 195.59%. The purchase prices were between $219.85 and $253.01, with an estimated average price of $238.3. The stock is now traded at around $286.820000. The impact to a portfolio due to this purchase was 0.32%. The holding were 77,370 shares as of 2021-03-31.

Added: S&P Global Inc (SPGI)

Boston Family Office Llc added to a holding in S&P Global Inc by 26.19%. The purchase prices were between $305.95 and $361.74, with an estimated average price of $332.91. The stock is now traded at around $389.700000. The impact to a portfolio due to this purchase was 0.17%. The holding were 34,438 shares as of 2021-03-31.

Added: Vanguard Extended Market Index ETF (VXF)

Boston Family Office Llc added to a holding in Vanguard Extended Market Index ETF by 25.52%. The purchase prices were between $161.68 and $186.97, with an estimated average price of $177.07. The stock is now traded at around $181.210000. The impact to a portfolio due to this purchase was 0.07%. The holding were 27,673 shares as of 2021-03-31.

Added: Alcon Inc (ALC)

Boston Family Office Llc added to a holding in Alcon Inc by 29.35%. The purchase prices were between $65.32 and $76.01, with an estimated average price of $70.85. The stock is now traded at around $70.530000. The impact to a portfolio due to this purchase was 0.05%. The holding were 37,279 shares as of 2021-03-31.

Added: Vanguard Intermediate-Term Bond ETF (BIV)

Boston Family Office Llc added to a holding in Vanguard Intermediate-Term Bond ETF by 21.49%. The purchase prices were between $88.15 and $92.05, with an estimated average price of $90.21. The stock is now traded at around $89.410000. The impact to a portfolio due to this purchase was 0.01%. The holding were 6,817 shares as of 2021-03-31.

Added: Vanguard High Dividend Yield Indx ETF (VYM)

Boston Family Office Llc added to a holding in Vanguard High Dividend Yield Indx ETF by 24.35%. The purchase prices were between $89.81 and $101.83, with an estimated average price of $95.92. The stock is now traded at around $107.390000. The impact to a portfolio due to this purchase was 0.01%. The holding were 6,006 shares as of 2021-03-31.

Sold Out: Broadridge Financial Solutions Inc (BR)

Boston Family Office Llc sold out a holding in Broadridge Financial Solutions Inc. The sale prices were between $139.17 and $157.31, with an estimated average price of $147.67.

Sold Out: Valero Energy Corp (VLO)

Boston Family Office Llc sold out a holding in Valero Energy Corp. The sale prices were between $55.73 and $82.48, with an estimated average price of $67.91.

Sold Out: Cambridge Bancorp (CATC)

Boston Family Office Llc sold out a holding in Cambridge Bancorp. The sale prices were between $69.93 and $85.98, with an estimated average price of $78.3.



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