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
526
$76K ﹤0.01%
350
-5
527
$75K ﹤0.01%
1,590
+810
528
$75K ﹤0.01%
1,309
+909
529
$75K ﹤0.01%
2,776
530
$74K ﹤0.01%
7,316
531
$74K ﹤0.01%
4,105
+508
532
$73K ﹤0.01%
1,062
+62
533
$73K ﹤0.01%
968
-35
534
$72K ﹤0.01%
1,602
-400
535
$72K ﹤0.01%
2,586
+1,786
536
$72K ﹤0.01%
3,136
537
$72K ﹤0.01%
5,000
538
$71K ﹤0.01%
1,691
-67
539
$71K ﹤0.01%
1,530
540
$70K ﹤0.01%
1,340
-100
541
$70K ﹤0.01%
700
542
$69K ﹤0.01%
1,377
+812
543
$69K ﹤0.01%
1,120
-1,006
544
$68K ﹤0.01%
1,470
-1,000
545
$67K ﹤0.01%
763
-100
546
$66K ﹤0.01%
1,097
+750
547
$65K ﹤0.01%
949
+50
548
$65K ﹤0.01%
6,700
549
$64K ﹤0.01%
1,360
+230
550
$64K ﹤0.01%
1,712
+774
20 21
22
23 24