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
$1.72B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
960
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$38.6M
3
+$31.2M
4
CVX icon
Chevron
CVX
+$30.1M
5
MCD icon
McDonald's
MCD
+$26.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.68%
2 Technology 12.12%
3 Industrials 11.03%
4 Energy 11.02%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$39K ﹤0.01%
+2,000
577
$39K ﹤0.01%
+2,000
578
$39K ﹤0.01%
+700
579
$38K ﹤0.01%
+938
580
$38K ﹤0.01%
+625
581
$38K ﹤0.01%
+800
582
$37K ﹤0.01%
+1,488
583
$37K ﹤0.01%
+1,575
584
$37K ﹤0.01%
+1,000
585
$37K ﹤0.01%
+800
586
$37K ﹤0.01%
+1,011
587
$36K ﹤0.01%
+1,060
588
$36K ﹤0.01%
+5,150
589
$36K ﹤0.01%
+2,000
590
$36K ﹤0.01%
+1,381
591
$35K ﹤0.01%
+575
592
$35K ﹤0.01%
+2,000
593
$35K ﹤0.01%
+2,600
594
$34K ﹤0.01%
+780
595
$34K ﹤0.01%
+1,100
596
$34K ﹤0.01%
+836
597
$34K ﹤0.01%
+875
598
$34K ﹤0.01%
+150
599
$33K ﹤0.01%
+800
600
$33K ﹤0.01%
+806
22 23
24
25 26