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
401
$189K 0.01%
2,594
-1,141
402
$187K 0.01%
1,127
+19
403
$185K 0.01%
6,470
-1,027
404
$183K 0.01%
+4,100
405
$177K 0.01%
4,328
406
$176K 0.01%
5,640
407
$176K 0.01%
+12,607
408
$175K 0.01%
23,100
+1,000
409
$174K 0.01%
+3,700
410
$174K 0.01%
30
+4
411
$172K 0.01%
405
412
$172K 0.01%
3,935
+280
413
$167K 0.01%
3,180
+350
414
$167K 0.01%
5,640
415
$164K 0.01%
3,320
-450
416
$164K 0.01%
3,500
417
$163K 0.01%
2,100
+320
418
$161K 0.01%
2,597
+283
419
$161K 0.01%
2,553
420
$160K 0.01%
2,770
421
$160K 0.01%
2,909
-125
422
$160K 0.01%
2,197
+307
423
$160K 0.01%
3,898
-550
424
$158K 0.01%
1,960
425
$154K 0.01%
3,375
-24
15 16
17
18 19