BPBT

Boston Private Bank & Trust Portfolio holdings

AUM $2.17B
1-Year Est. Return 12.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,082
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$5.88M
3
+$5.24M
4
JPM icon
JPMorgan Chase
JPM
+$4.96M
5
ABT icon
Abbott
ABT
+$3.12M

Top Sells

1
+$6.72M
2
+$5.13M
3
+$4.68M
4
HSBC icon
HSBC
HSBC
+$4.54M
5
IBM icon
IBM
IBM
+$3.37M

Sector Composition

1 Healthcare 16.27%
2 Technology 13.16%
3 Industrials 11.32%
4 Energy 11.1%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$123K 0.01%
4,970
+1,600
452
$121K 0.01%
3,423
-255
453
$121K 0.01%
2,507
-7,117
454
$121K 0.01%
8,000
455
$119K 0.01%
16,500
-3,900
456
$116K 0.01%
4,472
457
$114K 0.01%
2,585
458
$114K 0.01%
3,323
459
$113K 0.01%
2,077
-649
460
$111K 0.01%
1,568
461
$107K 0.01%
2,069
+50
462
$106K 0.01%
500
463
$106K 0.01%
5,000
464
$106K 0.01%
4,065
+1,418
465
$105K 0.01%
3,000
466
$105K 0.01%
22,351
+1,000
467
$104K 0.01%
2,630
+1,400
468
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469
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2,384
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470
$102K ﹤0.01%
4,364
471
$102K ﹤0.01%
3,000
472
$101K ﹤0.01%
4,000
473
$101K ﹤0.01%
4,158
-500
474
$100K ﹤0.01%
9
-1
475
$100K ﹤0.01%
2,630
+725
17 18
19
20 21