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
501
$70K ﹤0.01%
+1,825
502
$70K ﹤0.01%
+700
503
$69K ﹤0.01%
+3,147
504
$69K ﹤0.01%
+7,316
505
$68K ﹤0.01%
+1,367
506
$67K ﹤0.01%
+890
507
$67K ﹤0.01%
+3,000
508
$66K ﹤0.01%
+9,000
509
$66K ﹤0.01%
+6,420
510
$66K ﹤0.01%
+600
511
$66K ﹤0.01%
+52,600
512
$65K ﹤0.01%
+1,515
513
$63K ﹤0.01%
+1,151
514
$63K ﹤0.01%
+900
515
$62K ﹤0.01%
+16,500
516
$62K ﹤0.01%
+1,795
517
$62K ﹤0.01%
+350
518
$61K ﹤0.01%
+600
519
$61K ﹤0.01%
+2,000
520
$61K ﹤0.01%
+4,663
521
$61K ﹤0.01%
+3,597
522
$60K ﹤0.01%
+4,686
523
$60K ﹤0.01%
+795
524
$59K ﹤0.01%
+899
525
$59K ﹤0.01%
+1,000
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