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
526
$58K ﹤0.01%
+1,355
527
$58K ﹤0.01%
+2,754
528
$58K ﹤0.01%
+3,394
529
$57K ﹤0.01%
+2,700
530
$56K ﹤0.01%
+1,440
531
$56K ﹤0.01%
+2,000
532
$56K ﹤0.01%
+828
533
$55K ﹤0.01%
+1,733
534
$55K ﹤0.01%
+1,352
535
$55K ﹤0.01%
+1,600
536
$53K ﹤0.01%
+6,700
537
$53K ﹤0.01%
+578
538
$53K ﹤0.01%
+1,290
539
$52K ﹤0.01%
+2,995
540
$52K ﹤0.01%
+1,156
541
$52K ﹤0.01%
+1,067
542
$52K ﹤0.01%
+1,122
543
$50K ﹤0.01%
+2,925
544
$50K ﹤0.01%
+900
545
$49K ﹤0.01%
+965
546
$49K ﹤0.01%
+735
547
$48K ﹤0.01%
+1,850
548
$48K ﹤0.01%
+2,808
549
$48K ﹤0.01%
+1,050
550
$47K ﹤0.01%
+1,260
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