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
501
$92K ﹤0.01%
752
+102
502
$91K ﹤0.01%
1,158
+858
503
$90K ﹤0.01%
1,865
504
$87K ﹤0.01%
4,891
-131
505
$86K ﹤0.01%
3,550
506
$86K ﹤0.01%
3,312
+858
507
$86K ﹤0.01%
4,060
-2,580
508
$86K ﹤0.01%
1,247
+100
509
$85K ﹤0.01%
4,790
-102
510
$85K ﹤0.01%
8,000
-1,150
511
$85K ﹤0.01%
50,000
512
$85K ﹤0.01%
1,766
513
$84K ﹤0.01%
8,420
514
$83K ﹤0.01%
1,158
+286
515
$83K ﹤0.01%
86
-10
516
$81K ﹤0.01%
5,816
+816
517
$81K ﹤0.01%
4,000
518
$80K ﹤0.01%
1,151
519
$80K ﹤0.01%
2,647
520
$79K ﹤0.01%
1,542
+795
521
$79K ﹤0.01%
935
-760
522
$79K ﹤0.01%
+1,565
523
$77K ﹤0.01%
+1,402
524
$77K ﹤0.01%
1,245
-75
525
$76K ﹤0.01%
350
-5
19 20
21
22 23