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
$1.8B
AUM Growth
+$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$4.5M
3
+$3.57M
4
ACN icon
Accenture
ACN
+$2.89M
5
CELG
Celgene Corp
CELG
+$2.75M

Top Sells

1
+$4.35M
2
+$3.32M
3
+$3.31M
4
DLTR icon
Dollar Tree
DLTR
+$3.16M
5
CAT icon
Caterpillar
CAT
+$2.51M

Sector Composition

1 Healthcare 14.92%
2 Technology 12.19%
3 Industrials 11.36%
4 Energy 10.84%
5 Financials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$94K 0.01%
+10,067
477
$93K 0.01%
1,600
478
$93K 0.01%
2,000
479
$93K 0.01%
1,555
-675
480
$93K 0.01%
8,420
+2,000
481
$92K 0.01%
4,219
482
$92K 0.01%
1,000
483
$91K 0.01%
3,323
484
$90K 0.01%
3,550
485
$90K 0.01%
96
-47
486
$90K 0.01%
1,200
487
$90K 0.01%
2,100
488
$89K ﹤0.01%
4,472
489
$89K ﹤0.01%
2,103
490
$88K ﹤0.01%
3,000
491
$88K ﹤0.01%
+10,000
492
$88K ﹤0.01%
1,766
493
$87K ﹤0.01%
355
+5
494
$86K ﹤0.01%
4,892
-311
495
$86K ﹤0.01%
750
496
$85K ﹤0.01%
1,398
+698
497
$84K ﹤0.01%
7,150
-600
498
$84K ﹤0.01%
1,865
+350
499
$83K ﹤0.01%
650
-50
500
$82K ﹤0.01%
4,000
18 19
20
21 22