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
276
$485K 0.03%
+14,324
277
$484K 0.03%
+7,832
278
$484K 0.03%
+11,184
279
$477K 0.03%
+13,375
280
$468K 0.03%
+17,066
281
$458K 0.03%
+1,928
282
$456K 0.03%
+11,644
283
$455K 0.03%
+7,551
284
$451K 0.03%
+11,022
285
$451K 0.03%
+4,993
286
$441K 0.03%
+6,636
287
$435K 0.03%
+14,612
288
$434K 0.03%
+10,992
289
$426K 0.02%
+5,125
290
$424K 0.02%
+11,920
291
$414K 0.02%
+2,526
292
$414K 0.02%
+6,645
293
$410K 0.02%
+53,052
294
$409K 0.02%
+19,422
295
$393K 0.02%
+18,055
296
$388K 0.02%
+6,465
297
$383K 0.02%
+10,502
298
$383K 0.02%
+9,497
299
$379K 0.02%
+3,551
300
$377K 0.02%
+9,209
10 11
12
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