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
376
$187K 0.01%
+17,300
377
$186K 0.01%
+3,215
378
$183K 0.01%
+4,132
379
$183K 0.01%
+11,880
380
$181K 0.01%
+6,299
381
$175K 0.01%
+4,716
382
$172K 0.01%
+7,050
383
$167K 0.01%
+6,400
384
$167K 0.01%
+3,900
385
$167K 0.01%
+3,250
386
$166K 0.01%
+4,760
387
$166K 0.01%
+2,505
388
$165K 0.01%
+1,108
389
$165K 0.01%
+2,553
390
$165K 0.01%
+267
391
$163K 0.01%
+14,400
392
$163K 0.01%
+6,010
393
$162K 0.01%
+3,567
394
$158K 0.01%
+6,435
395
$158K 0.01%
+1,660
396
$157K 0.01%
+3,370
397
$157K 0.01%
+3,064
398
$156K 0.01%
+5,588
399
$155K 0.01%
+1,960
400
$152K 0.01%
+3,611
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