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
476
$86K 0.01%
+1,000
477
$86K 0.01%
+3,323
478
$86K 0.01%
+2,100
479
$86K 0.01%
+1,766
480
$84K ﹤0.01%
+3,375
481
$84K ﹤0.01%
+700
482
$84K ﹤0.01%
+5,640
483
$84K ﹤0.01%
+4,000
484
$83K ﹤0.01%
+806
485
$83K ﹤0.01%
+685
486
$83K ﹤0.01%
+2,706
487
$82K ﹤0.01%
+2,368
488
$82K ﹤0.01%
+2,415
489
$82K ﹤0.01%
+750
490
$80K ﹤0.01%
+5,900
491
$80K ﹤0.01%
+2,000
492
$78K ﹤0.01%
+5,203
493
$75K ﹤0.01%
+3,136
494
$74K ﹤0.01%
+2,400
495
$73K ﹤0.01%
+2,447
496
$72K ﹤0.01%
+7,750
497
$72K ﹤0.01%
+1,160
498
$71K ﹤0.01%
+2,580
499
$70K ﹤0.01%
+1,863
500
$70K ﹤0.01%
+1,121
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