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
26
$16.7M 0.97%
+161,595
27
$16.4M 0.96%
+397,946
28
$15.9M 0.93%
+589,452
29
$15.6M 0.91%
+388,247
30
$15.4M 0.9%
+180,039
31
$15.1M 0.88%
+270,776
32
$14.6M 0.85%
+285,591
33
$14.3M 0.83%
+255,950
34
$13.6M 0.79%
+304,736
35
$13.6M 0.79%
+586,655
36
$13.4M 0.78%
+660,040
37
$13.4M 0.78%
+295,461
38
$12.9M 0.75%
+273,731
39
$12.7M 0.74%
+200,883
40
$12.7M 0.74%
+535,762
41
$12.3M 0.72%
+171,584
42
$12.2M 0.71%
+382,364
43
$12.2M 0.71%
+148,815
44
$11.9M 0.7%
+288,862
45
$11.9M 0.69%
+143,568
46
$11.5M 0.67%
+238,660
47
$11.4M 0.66%
+186,184
48
$11.4M 0.66%
+370,023
49
$11.3M 0.66%
+453,314
50
$10.9M 0.63%
+300,358
1
2
3 4 5