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
$2.05B
AUM Growth
-$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.16M
3
+$3.37M
4
C icon
Citigroup
C
+$2.18M
5
MCHP icon
Microchip Technology
MCHP
+$2.16M

Top Sells

1
+$3.36M
2
+$2.11M
3
+$1.72M
4
XOM icon
Exxon Mobil
XOM
+$1.7M
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$1.6M

Sector Composition

1 Healthcare 16.61%
2 Technology 13.81%
3 Industrials 11.06%
4 Energy 10.35%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$151K 0.01%
7,201
427
$149K 0.01%
2,000
428
$149K 0.01%
1,575
429
$149K 0.01%
900
430
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431
$147K 0.01%
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432
$147K 0.01%
3,898
433
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434
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435
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2,100
436
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2,680
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437
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438
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439
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441
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442
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443
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445
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446
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447
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448
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449
$122K 0.01%
1,980
-60
450
$122K 0.01%
3,323
16 17
18
19 20