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
$1.97B
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.02M
3
+$3.8M
4
CB icon
Chubb
CB
+$2.95M
5
NXPI icon
NXP Semiconductors
NXPI
+$2.69M

Top Sells

1
+$15.3M
2
+$8.22M
3
+$7.73M
4
IBM icon
IBM
IBM
+$6.27M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.13M

Sector Composition

1 Healthcare 16.33%
2 Technology 13.01%
3 Industrials 11.43%
4 Energy 10.67%
5 Financials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$189K 0.01%
1,990
-185
402
$189K 0.01%
3,300
-240
403
$187K 0.01%
157
+2
404
$187K 0.01%
7,515
405
$184K 0.01%
2,825
406
$182K 0.01%
4,448
-1,059
407
$176K 0.01%
11,880
408
$171K 0.01%
3,770
409
$171K 0.01%
2,906
+274
410
$171K 0.01%
1,108
411
$169K 0.01%
915
+565
412
$167K 0.01%
7,156
-400
413
$165K 0.01%
5,640
-90
414
$165K 0.01%
3,034
+160
415
$165K 0.01%
4,328
-1,000
416
$165K 0.01%
5,588
417
$164K 0.01%
6,885
418
$163K 0.01%
3,500
419
$162K 0.01%
22,100
-318
420
$160K 0.01%
8,947
-2,371
421
$160K 0.01%
5,640
422
$157K 0.01%
2,770
423
$157K 0.01%
1,960
424
$157K 0.01%
267
425
$156K 0.01%
5,701
15 16
17
18 19