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
326
$363K 0.02%
8,100
327
$356K 0.02%
+6,085
328
$353K 0.02%
9,413
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329
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330
$349K 0.02%
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331
$348K 0.02%
8,910
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332
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333
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334
$345K 0.02%
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335
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-100
336
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337
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338
$327K 0.02%
2,801
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339
$322K 0.02%
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340
$310K 0.02%
5,090
341
$306K 0.01%
9,140
-3,375
342
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8,104
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343
$303K 0.01%
32,321
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344
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5,734
345
$298K 0.01%
5,148
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346
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5,725
347
$297K 0.01%
12,048
-1,100
348
$297K 0.01%
12,589
349
$290K 0.01%
8,966
350
$286K 0.01%
3,310
12 13
14
15 16