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
551
$62K ﹤0.01%
590
-378
552
$61K ﹤0.01%
908
553
$61K ﹤0.01%
412
+27
554
$61K ﹤0.01%
651
+91
555
$61K ﹤0.01%
1,785
+485
556
$60K ﹤0.01%
880
-88
557
$60K ﹤0.01%
1,000
558
$60K ﹤0.01%
200
559
$60K ﹤0.01%
703
-60
560
$59K ﹤0.01%
3,343
-2,340
561
$59K ﹤0.01%
1,260
562
$59K ﹤0.01%
1,340
563
$58K ﹤0.01%
401
564
$58K ﹤0.01%
245
565
$58K ﹤0.01%
1,050
566
$58K ﹤0.01%
3,394
567
$57K ﹤0.01%
+2,496
568
$57K ﹤0.01%
1,250
-943
569
$57K ﹤0.01%
3,242
570
$57K ﹤0.01%
505
-247
571
$57K ﹤0.01%
4,663
572
$57K ﹤0.01%
1,823
573
$56K ﹤0.01%
2,000
-216
574
$55K ﹤0.01%
2,225
575
$55K ﹤0.01%
965
21 22
23
24 25