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
426
$156K 0.01%
1,960
427
$156K 0.01%
2,825
428
$154K 0.01%
7,556
+6,156
429
$154K 0.01%
2,770
430
$153K 0.01%
5,730
-395
431
$153K 0.01%
2,553
432
$151K 0.01%
2,776
-230
433
$150K 0.01%
1,855
434
$149K 0.01%
5,301
-135
435
$149K 0.01%
2,486
+386
436
$147K 0.01%
3,655
+270
437
$146K 0.01%
5,400
438
$146K 0.01%
3,920
-298
439
$145K 0.01%
3,500
440
$143K 0.01%
2,714
+600
441
$138K 0.01%
+5,000
442
$138K 0.01%
7,999
443
$137K 0.01%
8,000
-2,000
444
$136K 0.01%
26
445
$134K 0.01%
3,085
-300
446
$134K 0.01%
2,632
447
$133K 0.01%
3,375
448
$131K 0.01%
12
+11
449
$129K 0.01%
2,314
+960
450
$129K 0.01%
2,230
+100
16 17
18
19 20