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
$2.06B
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,082
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$6.36M
3
+$5.3M
4
JPM icon
JPMorgan Chase
JPM
+$5.09M
5
ABT icon
Abbott
ABT
+$3.25M

Top Sells

1
+$6.93M
2
+$5.25M
3
+$4.67M
4
HSBC icon
HSBC
HSBC
+$4.46M
5
IBM icon
IBM
IBM
+$3.25M

Sector Composition

1 Healthcare 16.27%
2 Technology 13.16%
3 Industrials 11.32%
4 Energy 11.1%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.16M 0.06%
15,607
-76
227
$1.09M 0.05%
26,313
-1,017
228
$1.08M 0.05%
21,818
-515
229
$1.05M 0.05%
31,510
-22,886
230
$1.05M 0.05%
3,335
-5
231
$1.05M 0.05%
20,458
232
$1.03M 0.05%
20,616
-2,363
233
$1.02M 0.05%
10,165
-595
234
$1.01M 0.05%
11,458
-2,434
235
$998K 0.05%
9,971
+6,906
236
$979K 0.05%
13,565
-203
237
$967K 0.05%
9,610
-1,436
238
$965K 0.05%
11,802
-2,948
239
$937K 0.05%
20,281
-125
240
$924K 0.04%
7,785
+950
241
$919K 0.04%
13,258
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242
$909K 0.04%
10,605
-450
243
$906K 0.04%
20,099
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244
$897K 0.04%
9,932
245
$886K 0.04%
3,486
-73
246
$847K 0.04%
42,414
-16,916
247
$816K 0.04%
4,380
-435
248
$809K 0.04%
8,686
-225
249
$778K 0.04%
24,041
+1,418
250
$774K 0.04%
7,200
8 9
10
11 12