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
351
$285K 0.01%
4,927
+429
352
$284K 0.01%
235
-6
353
$284K 0.01%
4,894
-4,000
354
$282K 0.01%
8,035
355
$281K 0.01%
3,500
356
$280K 0.01%
4,000
357
$276K 0.01%
14,400
358
$273K 0.01%
298
359
$267K 0.01%
8,844
360
$267K 0.01%
6,568
361
$266K 0.01%
2,257
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362
$263K 0.01%
6,975
-1,030
363
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5,372
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364
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7,642
-1,449
365
$251K 0.01%
4,280
-1,680
366
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367
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368
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369
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5,000
370
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8,000
371
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-3,550
372
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2,165
-1,030
373
$239K 0.01%
3,825
-33
374
$236K 0.01%
4,900
-30
375
$236K 0.01%
3,025
-224
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15
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