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
276
$598K 0.03%
10,352
+1,500
277
$590K 0.03%
6,512
-89
278
$580K 0.03%
9,047
279
$565K 0.03%
7,800
280
$562K 0.03%
8,276
-756
281
$557K 0.03%
9,944
+4,034
282
$554K 0.03%
11,000
-2,000
283
$551K 0.03%
53,658
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284
$551K 0.03%
11,184
-168
285
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5,924
286
$536K 0.03%
17,434
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287
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7,856
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288
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13,480
+1,790
289
$521K 0.03%
9,074
-33,088
290
$520K 0.03%
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291
$517K 0.03%
21,560
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292
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12,149
-1,735
293
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11,125
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294
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3,408
295
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2,442
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296
$506K 0.02%
5,000
297
$501K 0.02%
4,004
+100
298
$493K 0.02%
12,491
-167
299
$490K 0.02%
8,886
+1,982
300
$489K 0.02%
4,815
-525
10 11
12
13 14