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
301
$373K 0.02%
+3,459
302
$371K 0.02%
+17,455
303
$371K 0.02%
+6,975
304
$365K 0.02%
+24,974
305
$360K 0.02%
+18,680
306
$360K 0.02%
+6,676
307
$351K 0.02%
+10,337
308
$343K 0.02%
+20,190
309
$338K 0.02%
+8,460
310
$337K 0.02%
+5,346
311
$336K 0.02%
+7,500
312
$328K 0.02%
+4,763
313
$327K 0.02%
+7,170
314
$323K 0.02%
+4,124
315
$321K 0.02%
+20,382
316
$320K 0.02%
+6,338
317
$316K 0.02%
+2,467
318
$310K 0.02%
+5,400
319
$309K 0.02%
+6,378
320
$308K 0.02%
+3,704
321
$306K 0.02%
+5,490
322
$306K 0.02%
+19,283
323
$299K 0.02%
+8,364
324
$297K 0.02%
+8,280
325
$295K 0.02%
+10,513
11 12
13
14 15