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
326
$364K 0.02%
4,068
-4
327
$363K 0.02%
21,613
-1,405
328
$358K 0.02%
6,665
-40
329
$358K 0.02%
6,634
+70
330
$357K 0.02%
8,460
331
$352K 0.02%
3,220
+70
332
$352K 0.02%
10,175
-1,165
333
$349K 0.02%
3,049
+17
334
$345K 0.02%
5,161
-36
335
$344K 0.02%
9,804
+965
336
$341K 0.02%
3,700
337
$339K 0.02%
6,208
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338
$328K 0.02%
4,410
339
$325K 0.02%
8,475
-2,125
340
$325K 0.02%
8,035
341
$321K 0.02%
7,576
+4,271
342
$321K 0.02%
14,230
-1,400
343
$319K 0.02%
1,795
-370
344
$318K 0.02%
12,632
345
$314K 0.02%
5,960
+1,680
346
$312K 0.02%
7,685
+590
347
$310K 0.02%
3,690
-10
348
$310K 0.02%
5,369
+402
349
$303K 0.02%
3,359
+62
350
$302K 0.02%
5,734
12 13
14
15 16