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
551
$64K ﹤0.01%
2,475
552
$64K ﹤0.01%
900
553
$63K ﹤0.01%
1,823
+410
554
$62K ﹤0.01%
968
+88
555
$62K ﹤0.01%
993
+747
556
$62K ﹤0.01%
335
+185
557
$61K ﹤0.01%
+908
558
$61K ﹤0.01%
3,242
+434
559
$61K ﹤0.01%
1,800
560
$60K ﹤0.01%
650
+250
561
$60K ﹤0.01%
2,216
+216
562
$59K ﹤0.01%
245
563
$59K ﹤0.01%
3,394
564
$58K ﹤0.01%
1,000
565
$57K ﹤0.01%
2,340
+1,000
566
$57K ﹤0.01%
1,000
+140
567
$57K ﹤0.01%
890
568
$57K ﹤0.01%
4,663
569
$56K ﹤0.01%
1,400
570
$56K ﹤0.01%
1,260
571
$55K ﹤0.01%
965
572
$55K ﹤0.01%
200
+100
573
$54K ﹤0.01%
929
+454
574
$54K ﹤0.01%
385
575
$54K ﹤0.01%
+1,260
21 22
23
24 25