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DE BURLO GROUP INC

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BOSTON MA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

DE Burlo Group is based out of Boston. DE Burlo Group is a large advisory firm with 105 clients and discretionary assets under management (AUM) of $830,780,000 (Form ADV from 2023-03-31). Their last reported 13F filing for Q4 2023 included $575,589,967 in managed 13F securities and a top 10 holdings concentration of 44.56%. DE Burlo Group's largest holding is Apple Inc with shares held of 174,336. Whalewisdom has at least 102 13F filings

2023-12-31

Top Buys (13F)

Name % Change

2023-12-31

Top Sells (13F)

Name % Change

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 5.19%
LLY Lilly (Eli) & Co. 4.99%
V VISA Inc 4.8%
MSFT Microsoft Corp. 4.69%
AMZN Amazon.com Inc. 4.51%

2023-12-31

13F Activity

Market Value $0.58b, Prior: $0.58b
New Purchases 0 stocks
Added To 0 stocks
Sold out of 0 stocks
Reduced holdings in 1 stocks
Top 10 Holdings % 44.56%
Turnover %[1] 0%
Turnover Alt %[2] 0%
Time Held Top 20 4.2 quarters
Time Held Top 10 3.8 quarters
Time Held All 26.41 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance