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
$2.06B
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,082
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$6.36M
3
+$5.3M
4
JPM icon
JPMorgan Chase
JPM
+$5.09M
5
ABT icon
Abbott
ABT
+$3.25M

Top Sells

1
+$6.93M
2
+$5.25M
3
+$4.67M
4
HSBC icon
HSBC
HSBC
+$4.46M
5
IBM icon
IBM
IBM
+$3.25M

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%
2,485
+800
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%
3,323
458
$114K 0.01%
2,585
459
$113K 0.01%
2,077
-649
460
$111K 0.01%
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461
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2,069
+50
462
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5,000
463
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500
464
$106K 0.01%
4,065
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465
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3,000
466
$105K 0.01%
22,351
+1,000
467
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2,630
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468
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$103K 0.01%
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470
$102K ﹤0.01%
4,364
471
$102K ﹤0.01%
3,000
472
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4,000
473
$101K ﹤0.01%
4,158
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474
$100K ﹤0.01%
9
-1
475
$100K ﹤0.01%
2,630
+725
17 18
19
20 21