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
$2.01B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$5.06M
3
+$4.58M
4
MCHP icon
Microchip Technology
MCHP
+$4.28M
5
MDT icon
Medtronic
MDT
+$3.58M

Top Sells

1
+$3.73M
2
+$3.66M
3
+$2.7M
4
LLY icon
Eli Lilly
LLY
+$2.35M
5
MMM icon
3M
MMM
+$2.24M

Sector Composition

1 Healthcare 15.33%
2 Technology 12.61%
3 Industrials 11.77%
4 Energy 10.78%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$838K 0.04%
14,587
-255
252
$814K 0.04%
5,880
-2,780
253
$806K 0.04%
158,197
-23,102
254
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14,160
-4,180
255
$742K 0.04%
8,855
+150
256
$738K 0.04%
6,710
257
$696K 0.03%
8,762
-18
258
$694K 0.03%
+16,850
259
$688K 0.03%
11,040
-21,875
260
$654K 0.03%
+19,659
261
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6,011
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262
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11,982
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263
$625K 0.03%
26,500
+12,550
264
$623K 0.03%
21,423
+2,415
265
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5,638
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266
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267
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8,348
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268
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7,150
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269
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18,692
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270
$575K 0.03%
6,199
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271
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6,300
-1,050
272
$574K 0.03%
22,047
+1,950
273
$572K 0.03%
13,727
+440
274
$567K 0.03%
5,500
275
$560K 0.03%
7,832
9 10
11
12 13