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
551
$53K ﹤0.01%
435
-250
552
$52K ﹤0.01%
+1,333
553
$52K ﹤0.01%
1,352
554
$52K ﹤0.01%
2,454
-300
555
$51K ﹤0.01%
385
556
$51K ﹤0.01%
12,500
557
$51K ﹤0.01%
1,260
558
$51K ﹤0.01%
560
-18
559
$50K ﹤0.01%
880
560
$50K ﹤0.01%
965
561
$49K ﹤0.01%
1,122
562
$49K ﹤0.01%
2,002
+50
563
$49K ﹤0.01%
2,037
564
$48K ﹤0.01%
2,808
565
$48K ﹤0.01%
+2,225
566
$48K ﹤0.01%
1,470
+600
567
$48K ﹤0.01%
+1,553
568
$47K ﹤0.01%
+2,500
569
$47K ﹤0.01%
+1,413
570
$46K ﹤0.01%
735
571
$46K ﹤0.01%
2,000
572
$45K ﹤0.01%
+1,754
573
$45K ﹤0.01%
550
574
$45K ﹤0.01%
1,398
-335
575
$45K ﹤0.01%
750
-119
21 22
23
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