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Vinson Brod

@Mayflower Financial Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$664.453MTotal holdings372
Assets growth rate9.1%Assets growth rate (2-Q avg)5.46%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Mayflower Financial Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 372 positions.

Assets under management

The assets under management (AUM) of Mayflower Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 664.453M in assets, with a quarterly growth rate of 9.1% and a 2-quarter average growth rate of 5.46%. The portfolio is managed by Vinson Brod, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PEPPepsico Inc
Recent Activity
Decreased -4.56%
0.33%
$2.174M
12,784 shares@ $170.06 avg price
MAMastercard Incorporated
Recent Activity
Increased 0.59%
0.33%
$2.13M
4,314 shares@ $493.8 avg price
DVYIshares Tr
Recent Activity
Decreased -0.74%
0.32%
$2.108M
15,609 shares@ $135.07 avg price
ACWXIshares Tr
Recent Activity
Decreased -0.63%
0.32%
$2.063M
36,058 shares@ $57.23 avg price
HDHome Depot Inc
Recent Activity
Decreased -1.94%
0.31%
$2.048M
5,053 shares@ $405.22 avg price
BKNGBooking Holdings Inc
Recent Activity
Decreased -0.21%
0.3%
$1.975M
469 shares@ $4212.12 avg price
AMTAmerican Tower Corp New
Recent Activity
Decreased -8.71%
0.3%
$1.971M
8,473 shares@ $232.57 avg price
ABTAbbott Labs
Recent Activity
Decreased -1.14%
0.3%
$1.967M
17,253 shares@ $114.02 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -1.14%
0.3%
$1.967M
3,365 shares@ $584.54 avg price
SCCOSouthern Copper Corp
Recent Activity
Decreased -5.84%
0.3%
$1.951M
16,869 shares@ $115.67 avg price