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
501
$91K ﹤0.01%
8,000
502
$91K ﹤0.01%
1,455
-100
503
$90K ﹤0.01%
2,000
504
$90K ﹤0.01%
1,398
505
$89K ﹤0.01%
1,224
+275
506
$89K ﹤0.01%
4,000
507
$87K ﹤0.01%
500
508
$86K ﹤0.01%
1,764
+1,121
509
$86K ﹤0.01%
2,586
510
$86K ﹤0.01%
2,313
511
$85K ﹤0.01%
7,810
512
$85K ﹤0.01%
1,766
513
$84K ﹤0.01%
2,732
-70
514
$84K ﹤0.01%
2,647
515
$83K ﹤0.01%
1,328
+1,000
516
$82K ﹤0.01%
5,500
-1,200
517
$82K ﹤0.01%
325
+175
518
$80K ﹤0.01%
1,685
+155
519
$78K ﹤0.01%
2,950
+174
520
$78K ﹤0.01%
78
-8
521
$77K ﹤0.01%
1,151
522
$76K ﹤0.01%
7,316
523
$76K ﹤0.01%
700
524
$75K ﹤0.01%
+703
525
$75K ﹤0.01%
3,136
19 20
21
22 23