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
576
$55K ﹤0.01%
1,122
577
$55K ﹤0.01%
900
578
$54K ﹤0.01%
1,352
579
$54K ﹤0.01%
962
-31
580
$53K ﹤0.01%
550
581
$53K ﹤0.01%
2,340
582
$53K ﹤0.01%
519
+19
583
$53K ﹤0.01%
435
584
$52K ﹤0.01%
2,250
+250
585
$52K ﹤0.01%
1,015
586
$52K ﹤0.01%
1,952
587
$52K ﹤0.01%
780
588
$52K ﹤0.01%
1,058
+200
589
$51K ﹤0.01%
1,000
590
$51K ﹤0.01%
1,777
+836
591
$50K ﹤0.01%
850
+200
592
$50K ﹤0.01%
2,500
593
$50K ﹤0.01%
1,482
594
$50K ﹤0.01%
1,055
+489
595
$50K ﹤0.01%
1,260
596
$49K ﹤0.01%
1,189
597
$49K ﹤0.01%
929
598
$49K ﹤0.01%
2,600
599
$49K ﹤0.01%
1,230
+170
600
$49K ﹤0.01%
655
22 23
24
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