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
501
$81K ﹤0.01%
1,103
+195
502
$81K ﹤0.01%
5,150
503
$80K ﹤0.01%
1,311
-340
504
$80K ﹤0.01%
1,151
505
$80K ﹤0.01%
770
+600
506
$76K ﹤0.01%
1,582
507
$76K ﹤0.01%
1,180
-275
508
$76K ﹤0.01%
2,103
509
$75K ﹤0.01%
2,400
+1,600
510
$75K ﹤0.01%
1,728
+790
511
$75K ﹤0.01%
2,792
-581
512
$74K ﹤0.01%
3,450
+1,200
513
$73K ﹤0.01%
1,000
514
$73K ﹤0.01%
7,316
515
$72K ﹤0.01%
1,174
-50
516
$72K ﹤0.01%
1,540
517
$71K ﹤0.01%
1,068
-330
518
$70K ﹤0.01%
401
519
$69K ﹤0.01%
550
-40
520
$68K ﹤0.01%
1,891
-208
521
$68K ﹤0.01%
2,313
522
$67K ﹤0.01%
1,180
523
$67K ﹤0.01%
890
524
$65K ﹤0.01%
1,050
525
$65K ﹤0.01%
990
-4,300
19 20
21
22 23