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
401
$151K 0.01%
+4,378
402
$150K 0.01%
+6,990
403
$149K 0.01%
+3,320
404
$149K 0.01%
+180
405
$149K 0.01%
+20,326
406
$147K 0.01%
+3,352
407
$147K 0.01%
+5,400
408
$145K 0.01%
+3,006
409
$144K 0.01%
+2,994
410
$143K 0.01%
+1,711
411
$143K 0.01%
+1,855
412
$143K 0.01%
+3,500
413
$141K 0.01%
+2,920
414
$140K 0.01%
+9,425
415
$139K 0.01%
+865
416
$139K 0.01%
+10,000
417
$139K 0.01%
+7,440
418
$138K 0.01%
+1,627
419
$138K 0.01%
+2,126
420
$137K 0.01%
+8,000
421
$135K 0.01%
+8,765
422
$134K 0.01%
+5,436
423
$133K 0.01%
+3,385
424
$132K 0.01%
+2,000
425
$131K 0.01%
+5,590
15 16
17
18 19