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
526
$74K ﹤0.01%
1,309
527
$74K ﹤0.01%
1,120
528
$73K ﹤0.01%
5,000
529
$72K ﹤0.01%
1,275
-195
530
$72K ﹤0.01%
2,475
531
$71K ﹤0.01%
1,582
-20
532
$71K ﹤0.01%
1,730
+39
533
$71K ﹤0.01%
1,905
+848
534
$70K ﹤0.01%
1,540
+280
535
$70K ﹤0.01%
1,000
536
$69K ﹤0.01%
4,105
537
$69K ﹤0.01%
5,150
538
$68K ﹤0.01%
1,000
-62
539
$67K ﹤0.01%
6,700
540
$67K ﹤0.01%
1,377
541
$66K ﹤0.01%
1,800
542
$66K ﹤0.01%
785
-150
543
$66K ﹤0.01%
620
+380
544
$65K ﹤0.01%
2,099
+47
545
$65K ﹤0.01%
1,190
+93
546
$65K ﹤0.01%
1,250
-292
547
$64K ﹤0.01%
1,400
548
$64K ﹤0.01%
2,103
549
$63K ﹤0.01%
890
550
$62K ﹤0.01%
1,180
20 21
22
23 24