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
551
$47K ﹤0.01%
+1,952
552
$47K ﹤0.01%
+5,000
553
$46K ﹤0.01%
+869
554
$46K ﹤0.01%
+2,037
555
$45K ﹤0.01%
+5,000
556
$45K ﹤0.01%
+1,166
557
$44K ﹤0.01%
+880
558
$44K ﹤0.01%
+12,500
559
$44K ﹤0.01%
+1,400
560
$44K ﹤0.01%
+2,647
561
$43K ﹤0.01%
+1,000
562
$43K ﹤0.01%
+2,100
563
$43K ﹤0.01%
+2,600
564
$42K ﹤0.01%
+385
565
$42K ﹤0.01%
+2,000
566
$42K ﹤0.01%
+210
567
$42K ﹤0.01%
+655
568
$42K ﹤0.01%
+1,101
569
$41K ﹤0.01%
+2,500
570
$41K ﹤0.01%
+550
571
$41K ﹤0.01%
+4,480
572
$40K ﹤0.01%
+1,000
573
$40K ﹤0.01%
+466
574
$40K ﹤0.01%
+981
575
$40K ﹤0.01%
+765
21 22
23
24 25