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
526
$64K ﹤0.01%
1,530
-295
527
$62K ﹤0.01%
899
528
$62K ﹤0.01%
2,065
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529
$61K ﹤0.01%
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-249
530
$61K ﹤0.01%
1,400
531
$61K ﹤0.01%
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532
$61K ﹤0.01%
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533
$60K ﹤0.01%
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534
$60K ﹤0.01%
+1,937
535
$60K ﹤0.01%
890
536
$59K ﹤0.01%
245
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537
$59K ﹤0.01%
2,475
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538
$59K ﹤0.01%
900
539
$59K ﹤0.01%
1,367
540
$59K ﹤0.01%
5,000
541
$58K ﹤0.01%
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$58K ﹤0.01%
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$57K ﹤0.01%
5,000
544
$56K ﹤0.01%
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545
$56K ﹤0.01%
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546
$56K ﹤0.01%
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547
$55K ﹤0.01%
2,587
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548
$55K ﹤0.01%
6,700
549
$55K ﹤0.01%
793
-2
550
$54K ﹤0.01%
+1,000
20 21
22
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