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
326
$295K 0.02%
+4,699
327
$289K 0.02%
+5,213
328
$286K 0.02%
+6,200
329
$286K 0.02%
+4,162
330
$280K 0.02%
+16,380
331
$277K 0.02%
+24,000
332
$274K 0.02%
+3,810
333
$274K 0.02%
+8,029
334
$273K 0.02%
+9,500
335
$271K 0.02%
+9,607
336
$270K 0.02%
+3,700
337
$264K 0.02%
+4,072
338
$261K 0.02%
+8,839
339
$260K 0.02%
+9,116
340
$251K 0.01%
+5,558
341
$251K 0.01%
+3,032
342
$251K 0.01%
+5,000
343
$251K 0.01%
+20,830
344
$250K 0.01%
+12,589
345
$246K 0.01%
+5,325
346
$243K 0.01%
+5,734
347
$242K 0.01%
+4,967
348
$242K 0.01%
+9,850
349
$238K 0.01%
+3,700
350
$238K 0.01%
+6,317
12 13
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