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
$1.97B
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.02M
3
+$3.8M
4
CB icon
Chubb
CB
+$2.95M
5
NXPI icon
NXP Semiconductors
NXPI
+$2.69M

Top Sells

1
+$15.3M
2
+$8.22M
3
+$7.73M
4
IBM icon
IBM
IBM
+$6.27M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.13M

Sector Composition

1 Healthcare 16.33%
2 Technology 13.01%
3 Industrials 11.43%
4 Energy 10.67%
5 Financials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$106K 0.01%
3,000
477
$103K 0.01%
1,463
+305
478
$102K 0.01%
4,000
479
$101K 0.01%
3,550
480
$101K 0.01%
+3,924
481
$100K 0.01%
10,067
482
$100K 0.01%
50,000
483
$99K 0.01%
1,568
-1,655
484
$98K 0.01%
4,790
485
$97K ﹤0.01%
1,480
+235
486
$97K ﹤0.01%
1,564
+27
487
$97K ﹤0.01%
1,325
488
$96K ﹤0.01%
1,651
+291
489
$96K ﹤0.01%
4,050
-720
490
$96K ﹤0.01%
2,830
491
$96K ﹤0.01%
1,262
+15
492
$95K ﹤0.01%
1,600
493
$95K ﹤0.01%
3,000
494
$94K ﹤0.01%
1,652
+250
495
$94K ﹤0.01%
1,714
-1,000
496
$94K ﹤0.01%
10
-2
497
$92K ﹤0.01%
5,800
498
$92K ﹤0.01%
3,373
+61
499
$92K ﹤0.01%
1,843
-30,484
500
$92K ﹤0.01%
2,000
18 19
20
21 22