BPBT

Boston Private Bank & Trust Portfolio holdings

AUM $2.17B
1-Year Est. Return 12.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.34%
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
+$5.54M
2
+$4.88M
3
+$4.25M
4
MCHP icon
Microchip Technology
MCHP
+$4.02M
5
MDT icon
Medtronic
MDT
+$3.54M

Top Sells

1
+$3.67M
2
+$3.62M
3
+$2.55M
4
LLY icon
Eli Lilly
LLY
+$2.3M
5
MMM icon
3M
MMM
+$2.03M

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
376
$233K 0.01%
4,608
+1,682
377
$229K 0.01%
3,099
378
$227K 0.01%
2,162
-672
379
$224K 0.01%
3,858
380
$222K 0.01%
267
381
$221K 0.01%
405
382
$219K 0.01%
6,970
383
$219K 0.01%
1,627
384
$218K 0.01%
2,999
-5
385
$218K 0.01%
3,540
-592
386
$218K 0.01%
1,610
+785
387
$214K 0.01%
4,930
-647
388
$214K 0.01%
8,500
389
$212K 0.01%
4,950
-75
390
$210K 0.01%
5,800
391
$205K 0.01%
3,182
+281
392
$205K 0.01%
4,765
+391
393
$204K 0.01%
8,000
394
$203K 0.01%
5,507
-810
395
$200K 0.01%
11,318
-3,529
396
$199K 0.01%
52,020
+39,520
397
$197K 0.01%
25,101
+3,575
398
$197K 0.01%
13,284
399
$192K 0.01%
+7,201
400
$190K 0.01%
6,500
+100
14 15
16
17 18