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
$1.97B
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.02M
3
+$3.8M
4
CB icon
Chubb
CB
+$2.95M
5
NXPI icon
NXP Semiconductors
NXPI
+$2.69M

Top Sells

1
+$15.3M
2
+$8.22M
3
+$7.73M
4
IBM icon
IBM
IBM
+$6.27M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.13M

Sector Composition

1 Healthcare 16.33%
2 Technology 13.01%
3 Industrials 11.43%
4 Energy 10.67%
5 Financials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$134K 0.01%
2,940
452
$133K 0.01%
4,620
453
$131K 0.01%
20,400
454
$128K 0.01%
26
455
$128K 0.01%
2,530
+300
456
$127K 0.01%
1,890
-736
457
$126K 0.01%
1,780
458
$125K 0.01%
3,678
-15
459
$125K 0.01%
1,575
-40
460
$125K 0.01%
2,040
461
$121K 0.01%
3,973
462
$119K 0.01%
8,500
463
$118K 0.01%
2,765
+24
464
$117K 0.01%
6,571
-267
465
$116K 0.01%
1,568
466
$116K 0.01%
786
+36
467
$112K 0.01%
4,472
468
$112K 0.01%
2,585
-500
469
$112K 0.01%
1,516
-1,570
470
$111K 0.01%
5,336
+445
471
$110K 0.01%
3,323
472
$109K 0.01%
4,364
473
$109K 0.01%
4,658
+1,125
474
$109K 0.01%
2,019
475
$106K 0.01%
5,000
17 18
19
20 21