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
$2.05B
AUM Growth
-$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.16M
3
+$3.37M
4
C icon
Citigroup
C
+$2.18M
5
MCHP icon
Microchip Technology
MCHP
+$2.16M

Top Sells

1
+$3.36M
2
+$2.11M
3
+$1.72M
4
XOM icon
Exxon Mobil
XOM
+$1.7M
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$1.6M

Sector Composition

1 Healthcare 16.61%
2 Technology 13.81%
3 Industrials 11.06%
4 Energy 10.35%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$58K ﹤0.01%
1,260
552
$58K ﹤0.01%
2,300
553
$58K ﹤0.01%
1,418
554
$58K ﹤0.01%
50,000
555
$57K ﹤0.01%
432
+20
556
$57K ﹤0.01%
1,402
+125
557
$56K ﹤0.01%
1,180
558
$56K ﹤0.01%
2,000
559
$55K ﹤0.01%
1,700
560
$55K ﹤0.01%
1,340
561
$55K ﹤0.01%
1,543
-175
562
$55K ﹤0.01%
1,061
563
$54K ﹤0.01%
2,496
564
$54K ﹤0.01%
535
565
$54K ﹤0.01%
2,500
566
$54K ﹤0.01%
4,663
567
$54K ﹤0.01%
703
568
$53K ﹤0.01%
+1,636
569
$53K ﹤0.01%
435
570
$53K ﹤0.01%
550
571
$53K ﹤0.01%
355
+45
572
$53K ﹤0.01%
+1,750
573
$53K ﹤0.01%
655
574
$53K ﹤0.01%
+3,275
575
$53K ﹤0.01%
570
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