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
426
$130K 0.01%
+4,620
427
$130K 0.01%
+4,584
428
$129K 0.01%
+3,830
429
$127K 0.01%
+2,825
430
$125K 0.01%
+1,720
431
$124K 0.01%
+2,313
432
$123K 0.01%
+4,177
433
$122K 0.01%
+143
434
$121K 0.01%
+2,415
435
$121K 0.01%
+10,812
436
$121K 0.01%
+5,701
437
$120K 0.01%
+4,218
438
$119K 0.01%
+2,230
439
$117K 0.01%
+2,020
440
$117K 0.01%
+1,379
441
$117K 0.01%
+1,370
442
$115K 0.01%
+3,385
443
$113K 0.01%
+2,706
444
$112K 0.01%
+3,000
445
$112K 0.01%
+1,003
446
$111K 0.01%
+1,610
447
$110K 0.01%
+3,820
448
$108K 0.01%
+2,210
449
$107K 0.01%
+4,475
450
$107K 0.01%
+1,780
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