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
501
$81K ﹤0.01%
500
502
$79K ﹤0.01%
50,000
-2,600
503
$78K ﹤0.01%
9,150
+150
504
$76K ﹤0.01%
1,003
-205
505
$76K ﹤0.01%
1,218
-392
506
$75K ﹤0.01%
2,776
+926
507
$75K ﹤0.01%
1,357
+290
508
$74K ﹤0.01%
1,151
509
$74K ﹤0.01%
700
510
$73K ﹤0.01%
5,022
+2,900
511
$73K ﹤0.01%
7,316
512
$72K ﹤0.01%
1,320
-700
513
$72K ﹤0.01%
863
+35
514
$71K ﹤0.01%
16,500
515
$71K ﹤0.01%
1,723
-1,102
516
$71K ﹤0.01%
3,136
517
$69K ﹤0.01%
1,147
-13
518
$68K ﹤0.01%
1,354
+1,040
519
$68K ﹤0.01%
1,863
520
$68K ﹤0.01%
1,758
-610
521
$66K ﹤0.01%
1,440
522
$66K ﹤0.01%
600
523
$66K ﹤0.01%
+7,810
524
$65K ﹤0.01%
1,800
+200
525
$64K ﹤0.01%
2,295
-152
19 20
21
22 23