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
526
$64K ﹤0.01%
412
527
$64K ﹤0.01%
6,700
528
$64K ﹤0.01%
1,277
+315
529
$63K ﹤0.01%
1,394
+618
530
$63K ﹤0.01%
1,000
531
$63K ﹤0.01%
1,600
-200
532
$63K ﹤0.01%
2,300
-175
533
$63K ﹤0.01%
3,597
-508
534
$62K ﹤0.01%
1,340
535
$62K ﹤0.01%
1,823
536
$61K ﹤0.01%
642
-1,348
537
$61K ﹤0.01%
3,825
+1,875
538
$61K ﹤0.01%
+1,418
539
$61K ﹤0.01%
703
540
$61K ﹤0.01%
905
+25
541
$61K ﹤0.01%
642
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542
$60K ﹤0.01%
+1,350
543
$60K ﹤0.01%
1,122
544
$59K ﹤0.01%
1,260
545
$59K ﹤0.01%
1,718
-125
546
$58K ﹤0.01%
2,496
547
$58K ﹤0.01%
1,015
548
$57K ﹤0.01%
550
549
$57K ﹤0.01%
2,225
550
$57K ﹤0.01%
1,915
+138
20 21
22
23 24