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
451
$128K 0.01%
1,291
-165
452
$127K 0.01%
1,615
+40
453
$126K 0.01%
4,620
454
$126K 0.01%
1,253
455
$126K 0.01%
2,741
+2,227
456
$124K 0.01%
3,693
+378
457
$124K 0.01%
3,000
458
$123K 0.01%
+1,568
459
$122K 0.01%
2,040
-170
460
$122K 0.01%
5,640
461
$122K 0.01%
915
-118
462
$122K 0.01%
6,838
-573
463
$121K 0.01%
3,071
-9,795
464
$121K 0.01%
3,840
-130
465
$121K 0.01%
1,780
-32
466
$119K 0.01%
8,500
-265
467
$118K 0.01%
2,318
+117
468
$118K 0.01%
2,019
+25
469
$111K 0.01%
4,364
470
$111K 0.01%
3,323
471
$111K 0.01%
3,973
472
$111K 0.01%
2,940
473
$108K 0.01%
20,400
+3,900
474
$108K 0.01%
982
-5
475
$107K 0.01%
2,193
+470
17 18
19
20 21