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
551
$57K ﹤0.01%
889
-591
552
$57K ﹤0.01%
2,000
553
$57K ﹤0.01%
734
554
$56K ﹤0.01%
590
+71
555
$56K ﹤0.01%
200
556
$56K ﹤0.01%
4,663
557
$55K ﹤0.01%
1,255
-475
558
$55K ﹤0.01%
1,061
+260
559
$54K ﹤0.01%
+1,700
560
$54K ﹤0.01%
940
+250
561
$54K ﹤0.01%
2,240
-100
562
$54K ﹤0.01%
1,160
+785
563
$54K ﹤0.01%
2,894
-500
564
$53K ﹤0.01%
435
565
$53K ﹤0.01%
655
566
$52K ﹤0.01%
435
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567
$52K ﹤0.01%
840
568
$52K ﹤0.01%
2,037
569
$51K ﹤0.01%
2,961
-281
570
$51K ﹤0.01%
769
571
$50K ﹤0.01%
535
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572
$50K ﹤0.01%
414
573
$50K ﹤0.01%
2,500
574
$50K ﹤0.01%
2,500
575
$49K ﹤0.01%
1,230
+175
21 22
23
24 25