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
601
$33K ﹤0.01%
+1,500
602
$33K ﹤0.01%
+1,260
603
$33K ﹤0.01%
+229
604
$32K ﹤0.01%
+1,000
605
$32K ﹤0.01%
+2,000
606
$32K ﹤0.01%
+950
607
$32K ﹤0.01%
+6,750
608
$32K ﹤0.01%
+643
609
$32K ﹤0.01%
+858
610
$32K ﹤0.01%
+150
611
$31K ﹤0.01%
+700
612
$31K ﹤0.01%
+870
613
$31K ﹤0.01%
+2,440
614
$31K ﹤0.01%
+260
615
$31K ﹤0.01%
+747
616
$31K ﹤0.01%
+953
617
$30K ﹤0.01%
+2,640
618
$30K ﹤0.01%
+900
619
$30K ﹤0.01%
+2,122
620
$30K ﹤0.01%
+2,000
621
$30K ﹤0.01%
+454
622
$29K ﹤0.01%
+1,800
623
$29K ﹤0.01%
+2,545
624
$29K ﹤0.01%
+400
625
$29K ﹤0.01%
+900
23 24
25
26 27