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
576
$49K ﹤0.01%
430
-190
577
$49K ﹤0.01%
2,800
-6,249
578
$48K ﹤0.01%
581
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579
$48K ﹤0.01%
1,260
580
$48K ﹤0.01%
875
581
$47K ﹤0.01%
3,785
582
$47K ﹤0.01%
560
-225
583
$47K ﹤0.01%
800
584
$47K ﹤0.01%
570
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585
$46K ﹤0.01%
900
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586
$46K ﹤0.01%
2,069
587
$45K ﹤0.01%
750
-100
588
$45K ﹤0.01%
4,120
-9,300
589
$45K ﹤0.01%
196
590
$44K ﹤0.01%
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-191
591
$44K ﹤0.01%
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592
$44K ﹤0.01%
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593
$44K ﹤0.01%
4,480
594
$44K ﹤0.01%
3,680
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595
$43K ﹤0.01%
2,000
-600
596
$43K ﹤0.01%
445
597
$43K ﹤0.01%
1,490
+250
598
$43K ﹤0.01%
875
+350
599
$42K ﹤0.01%
2,640
600
$42K ﹤0.01%
795
-455
22 23
24
25 26