BPBT

Boston Private Bank & Trust Portfolio holdings

AUM $2.17B
1-Year Est. Return 12.35%
This Quarter Est. Return
1 Year Est. Return
+12.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
960
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$38.6M
3
+$31.2M
4
CVX icon
Chevron
CVX
+$30.1M
5
MCD icon
McDonald's
MCD
+$26.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.68%
2 Technology 12.12%
3 Industrials 11.03%
4 Energy 11.02%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$990K 0.06%
+28,638
227
$975K 0.06%
+21,348
228
$966K 0.06%
+19,437
229
$948K 0.06%
+45,132
230
$941K 0.05%
+12,980
231
$893K 0.05%
+3,540
232
$890K 0.05%
+19,385
233
$879K 0.05%
+15,430
234
$879K 0.05%
+181,299
235
$878K 0.05%
+8,094
236
$830K 0.05%
+35,537
237
$828K 0.05%
+3,846
238
$791K 0.05%
+16,447
239
$791K 0.05%
+10,853
240
$789K 0.05%
+12,785
241
$783K 0.05%
+7,306
242
$782K 0.05%
+12,368
243
$781K 0.05%
+57,035
244
$763K 0.04%
+7,200
245
$753K 0.04%
+15,514
246
$747K 0.04%
+87,792
247
$737K 0.04%
+9,730
248
$719K 0.04%
+8,855
249
$716K 0.04%
+6,252
250
$707K 0.04%
+8,928
8 9
10
11 12