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
$2.01B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$5.06M
3
+$4.58M
4
MCHP icon
Microchip Technology
MCHP
+$4.28M
5
MDT icon
Medtronic
MDT
+$3.58M

Top Sells

1
+$3.73M
2
+$3.66M
3
+$2.7M
4
LLY icon
Eli Lilly
LLY
+$2.35M
5
MMM icon
3M
MMM
+$2.24M

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
401
$185K 0.01%
2,261
+550
402
$183K 0.01%
4,086
-280
403
$182K 0.01%
22,418
-1,682
404
$180K 0.01%
155
-24
405
$179K 0.01%
13,840
+11,295
406
$176K 0.01%
7,515
407
$176K 0.01%
3,506
+372
408
$174K 0.01%
2,070
-20
409
$173K 0.01%
1,553
+258
410
$171K 0.01%
5,328
-500
411
$171K 0.01%
11,880
412
$168K 0.01%
6,885
-70
413
$168K 0.01%
2,626
+2,591
414
$168K 0.01%
3,223
-4,054
415
$167K 0.01%
5,701
416
$164K 0.01%
+6,400
417
$162K 0.01%
3,476
+956
418
$162K 0.01%
5,588
419
$161K 0.01%
2,132
+132
420
$161K 0.01%
865
421
$159K 0.01%
3,770
+2,970
422
$159K 0.01%
1,108
423
$157K 0.01%
2,874
424
$156K 0.01%
1,598
-250
425
$156K 0.01%
1,790
+70
15 16
17
18 19