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
251
$700K 0.04%
+21,925
252
$699K 0.04%
+6,030
253
$696K 0.04%
+11,819
254
$680K 0.04%
+15,392
255
$638K 0.04%
+6,710
256
$626K 0.04%
+19,250
257
$611K 0.04%
+17,810
258
$604K 0.04%
+10,352
259
$593K 0.03%
+7,083
260
$591K 0.03%
+12,131
261
$588K 0.03%
+12,852
262
$583K 0.03%
+12,749
263
$561K 0.03%
+10,432
264
$551K 0.03%
+11,293
265
$544K 0.03%
+9,082
266
$528K 0.03%
+6,564
267
$515K 0.03%
+4,691
268
$505K 0.03%
+7,624
269
$501K 0.03%
+12,000
270
$497K 0.03%
+12,632
271
$496K 0.03%
+8,550
272
$495K 0.03%
+5,500
273
$494K 0.03%
+5,837
274
$489K 0.03%
+7,633
275
$489K 0.03%
+13,758
9 10
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