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
301
$446K 0.02%
9,047
302
$444K 0.02%
3,754
+75
303
$430K 0.02%
11,000
-1,000
304
$423K 0.02%
7,370
-177
305
$422K 0.02%
6,815
-45
306
$409K 0.02%
6,295
-250
307
$407K 0.02%
10,314
+1,537
308
$404K 0.02%
8,075
+3,848
309
$403K 0.02%
14,388
+5,052
310
$399K 0.02%
9,949
+3,278
311
$396K 0.02%
17,755
-200
312
$396K 0.02%
24,000
313
$391K 0.02%
12,185
-1,695
314
$390K 0.02%
3,408
315
$386K 0.02%
9,244
+1,865
316
$383K 0.02%
7,014
+2,274
317
$381K 0.02%
+15,075
318
$378K 0.02%
298
319
$378K 0.02%
6,378
320
$373K 0.02%
1,847
-28
321
$371K 0.02%
23,350
+6,442
322
$369K 0.02%
8,218
-2,986
323
$365K 0.02%
7,055
+1,965
324
$365K 0.02%
6,800
+2,800
325
$364K 0.02%
10,413
11 12
13
14 15