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
476
$99K ﹤0.01%
1,162
-100
477
$98K ﹤0.01%
5,800
478
$98K ﹤0.01%
2,830
479
$98K ﹤0.01%
+5,000
480
$97K ﹤0.01%
3,550
481
$97K ﹤0.01%
1,564
482
$97K ﹤0.01%
7,810
483
$97K ﹤0.01%
675
-111
484
$96K ﹤0.01%
1,652
485
$95K ﹤0.01%
4,000
486
$94K ﹤0.01%
4,160
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487
$92K ﹤0.01%
1,714
488
$92K ﹤0.01%
1,000
489
$91K ﹤0.01%
1,910
+125
490
$90K ﹤0.01%
50,000
491
$90K ﹤0.01%
5,698
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$88K ﹤0.01%
1,400
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493
$87K ﹤0.01%
2,586
494
$86K ﹤0.01%
2,000
495
$86K ﹤0.01%
75
-3
496
$86K ﹤0.01%
1,120
497
$85K ﹤0.01%
1,309
498
$84K ﹤0.01%
1,315
+125
499
$84K ﹤0.01%
1,650
-116
500
$82K ﹤0.01%
325
18 19
20
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