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Edmond G Romulus

@Boit C F David

Latest period2024 - Q3ReportedManaged Assets$201.859MTotal holdings128
Assets growth rate5.17%Assets growth rate (2-Q avg)5.03%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Boit C F David's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 128 positions.

Assets under management

The assets under management (AUM) of Boit C F David over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 201.859M in assets, with a quarterly growth rate of 5.17% and a 2-quarter average growth rate of 5.03%. The portfolio is managed by Edmond G Romulus, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AVGOBroadcom Inc Com
Recent Activity
Increased 900%
2.44%
$4.906M
28,750 shares@ $170.66 avg price
CBChubb Limited
Recent Activity
Increased 5.21%
2.34%
$4.709M
16,165 shares@ $291.33 avg price
PYPLPaypal Holdings Inc
Recent Activity
Increased 6.78%
0.25%
$487,872
6,300 shares@ $77.44 avg price
PAYCPaycom Software Inc
Recent Activity
Increased 8.11%
0.01%
$6,692
4,000 shares@ $1.68 avg price