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
576
$54K ﹤0.01%
1,050
577
$52K ﹤0.01%
2,052
+208
578
$52K ﹤0.01%
+1,180
579
$52K ﹤0.01%
560
580
$52K ﹤0.01%
435
581
$52K ﹤0.01%
2,225
582
$51K ﹤0.01%
1,398
583
$51K ﹤0.01%
+1,015
584
$51K ﹤0.01%
1,470
585
$51K ﹤0.01%
1,122
586
$51K ﹤0.01%
+900
587
$51K ﹤0.01%
1,300
+900
588
$51K ﹤0.01%
+780
589
$50K ﹤0.01%
1,000
590
$50K ﹤0.01%
3,082
+1,013
591
$49K ﹤0.01%
700
592
$49K ﹤0.01%
1,354
+1,066
593
$49K ﹤0.01%
750
594
$49K ﹤0.01%
1,352
595
$49K ﹤0.01%
1,952
-50
596
$48K ﹤0.01%
2,400
597
$48K ﹤0.01%
2,500
598
$48K ﹤0.01%
2,500
599
$48K ﹤0.01%
1,553
600
$48K ﹤0.01%
835
-383
22 23
24
25 26