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
$2.01B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$5.06M
3
+$4.58M
4
MCHP icon
Microchip Technology
MCHP
+$4.28M
5
MDT icon
Medtronic
MDT
+$3.58M

Top Sells

1
+$3.73M
2
+$3.66M
3
+$2.7M
4
LLY icon
Eli Lilly
LLY
+$2.35M
5
MMM icon
3M
MMM
+$2.24M

Sector Composition

1 Healthcare 15.33%
2 Technology 12.61%
3 Industrials 11.77%
4 Energy 10.78%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$106K 0.01%
3,000
477
$104K 0.01%
5,000
478
$102K 0.01%
4,219
479
$101K 0.01%
5,683
+4,426
480
$101K 0.01%
4,770
-1,135
481
$101K 0.01%
6,700
-700
482
$101K 0.01%
2,000
483
$100K 0.01%
1,000
484
$100K 0.01%
500
485
$100K 0.01%
750
486
$99K ﹤0.01%
4,000
487
$98K ﹤0.01%
5,800
488
$98K ﹤0.01%
1,537
+180
489
$97K ﹤0.01%
1,555
490
$97K ﹤0.01%
3,533
-1,667
491
$97K ﹤0.01%
7,810
492
$96K ﹤0.01%
1,600
493
$96K ﹤0.01%
2,313
494
$95K ﹤0.01%
4,472
495
$95K ﹤0.01%
1,325
+700
496
$95K ﹤0.01%
2,830
-215
497
$94K ﹤0.01%
2,802
+2,418
498
$93K ﹤0.01%
10,067
499
$93K ﹤0.01%
1,398
500
$92K ﹤0.01%
2,000
18 19
20
21 22