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
26
$20.1M 0.98%
242,698
+3,177
27
$19.4M 0.94%
257,689
+15,654
28
$19.1M 0.93%
467,454
+79,436
29
$18.7M 0.91%
312,522
+16,303
30
$18.6M 0.9%
271,238
+5,832
31
$18.5M 0.9%
184,007
-9,518
32
$18.5M 0.9%
139,516
-18
33
$17.4M 0.85%
696,534
+311,916
34
$17M 0.82%
339,282
-4,995
35
$16.8M 0.82%
196,324
-842
36
$16.7M 0.81%
296,646
+15,132
37
$15.8M 0.77%
596,056
+52,706
38
$15.6M 0.76%
197,235
+3,792
39
$15.5M 0.75%
168,149
-13,919
40
$15M 0.73%
387,528
+23,532
41
$14.7M 0.71%
277,342
+19,246
42
$14.6M 0.71%
124,408
-4,590
43
$14.5M 0.7%
373,992
+390
44
$14.4M 0.7%
161,158
+2,063
45
$14.2M 0.69%
293,094
+4,968
46
$14.2M 0.69%
552,624
+13,476
47
$14M 0.68%
137,895
-1,745
48
$13.7M 0.66%
279,377
+3,316
49
$13.6M 0.66%
212,676
-6,826
50
$13.3M 0.65%
76,954
-18,729
1
2
3 4 5