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
351
$301K 0.02%
3,863
+1,448
352
$300K 0.02%
5,410
353
$298K 0.01%
7,430
+30
354
$291K 0.01%
241
+6
355
$286K 0.01%
7,914
-115
356
$285K 0.01%
4,000
357
$282K 0.01%
3,800
358
$275K 0.01%
14,400
359
$273K 0.01%
3,310
-450
360
$271K 0.01%
3,065
-25
361
$269K 0.01%
5,725
-475
362
$266K 0.01%
9,274
+308
363
$260K 0.01%
8,800
364
$260K 0.01%
7,290
+1,642
365
$258K 0.01%
4,477
366
$257K 0.01%
3,779
+16
367
$253K 0.01%
12,589
368
$252K 0.01%
3,830
369
$249K 0.01%
3,086
+1,716
370
$246K 0.01%
6,568
+1,276
371
$244K 0.01%
1,900
372
$236K 0.01%
15,108
+124
373
$235K 0.01%
8,625
374
$235K 0.01%
5,000
375
$234K 0.01%
2,175
-1,534
13 14
15
16 17