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
351
$233K 0.01%
+8,665
352
$229K 0.01%
+4,000
353
$229K 0.01%
+3,877
354
$227K 0.01%
+5,658
355
$225K 0.01%
+298
356
$222K 0.01%
+3,830
357
$222K 0.01%
+4,659
358
$222K 0.01%
+235
359
$219K 0.01%
+8,625
360
$213K 0.01%
+3,274
361
$213K 0.01%
+8,500
362
$212K 0.01%
+4,280
363
$206K 0.01%
+4,000
364
$205K 0.01%
+13,284
365
$202K 0.01%
+5,300
366
$202K 0.01%
+8,035
367
$197K 0.01%
+3,099
368
$195K 0.01%
+5,648
369
$193K 0.01%
+5,903
370
$192K 0.01%
+3,858
371
$192K 0.01%
+8,800
372
$191K 0.01%
+1,850
373
$190K 0.01%
+14,984
374
$189K 0.01%
+5,025
375
$188K 0.01%
+2,231
13 14
15
16 17