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
$1.8B
AUM Growth
+$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$4.5M
3
+$3.57M
4
ACN icon
Accenture
ACN
+$2.89M
5
CELG
Celgene Corp
CELG
+$2.75M

Top Sells

1
+$4.35M
2
+$3.32M
3
+$3.31M
4
DLTR icon
Dollar Tree
DLTR
+$3.16M
5
CAT icon
Caterpillar
CAT
+$2.51M

Sector Composition

1 Healthcare 14.92%
2 Technology 12.19%
3 Industrials 11.36%
4 Energy 10.84%
5 Financials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$720K 0.04%
5,612
-640
252
$719K 0.04%
46,886
-10,149
253
$688K 0.04%
6,710
254
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255
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256
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257
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13,385
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258
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259
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260
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261
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262
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7,350
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263
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264
$580K 0.03%
12,633
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265
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19,008
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266
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268
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7,105
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270
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271
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13,287
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272
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12,749
273
$519K 0.03%
16,012
+1,400
274
$518K 0.03%
5,500
275
$513K 0.03%
6,636
9 10
11
12 13