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
376
$233K 0.01%
1,850
-200
377
$230K 0.01%
4,325
-2,975
378
$229K 0.01%
14,984
379
$227K 0.01%
4,636
380
$226K 0.01%
2,949
-95
381
$225K 0.01%
6,970
382
$224K 0.01%
13,284
383
$221K 0.01%
3,106
+200
384
$220K 0.01%
8,690
385
$218K 0.01%
8,500
386
$214K 0.01%
2,947
387
$214K 0.01%
2,875
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388
$212K 0.01%
1,535
-75
389
$206K 0.01%
6,400
390
$206K 0.01%
6,678
+1,090
391
$206K 0.01%
+6,592
392
$206K 0.01%
3,300
393
$204K 0.01%
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394
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395
$195K 0.01%
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396
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397
$193K 0.01%
5,400
-400
398
$191K 0.01%
3,992
-535
399
$189K 0.01%
157
400
$189K 0.01%
1,826
+481
14 15
16
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