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
451
$105K 0.01%
+2,875
452
$102K 0.01%
+4,364
453
$102K 0.01%
+26
454
$101K 0.01%
+1,800
455
$100K 0.01%
+4,000
456
$97K 0.01%
+1,894
457
$96K 0.01%
+2,141
458
$96K 0.01%
+1,575
459
$95K 0.01%
+1,033
460
$95K 0.01%
+2,000
461
$94K 0.01%
+5,800
462
$94K 0.01%
+2,940
463
$93K 0.01%
+4,472
464
$92K 0.01%
+825
465
$92K 0.01%
+2,103
466
$91K 0.01%
+4,219
467
$91K 0.01%
+1,208
468
$90K 0.01%
+24,100
469
$88K 0.01%
+1,600
470
$88K 0.01%
+5,000
471
$88K 0.01%
+3,550
472
$88K 0.01%
+1,340
473
$88K 0.01%
+500
474
$87K 0.01%
+1,200
475
$86K 0.01%
+2,114
17 18
19
20 21