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
$1.8B
AUM Growth
+$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$4.5M
3
+$3.57M
4
ACN icon
Accenture
ACN
+$2.89M
5
CELG
Celgene Corp
CELG
+$2.75M

Top Sells

1
+$4.35M
2
+$3.32M
3
+$3.31M
4
DLTR icon
Dollar Tree
DLTR
+$3.16M
5
CAT icon
Caterpillar
CAT
+$2.51M

Sector Composition

1 Healthcare 14.92%
2 Technology 12.19%
3 Industrials 11.36%
4 Energy 10.84%
5 Financials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$37K ﹤0.01%
950
602
$37K ﹤0.01%
161
+11
603
$36K ﹤0.01%
+1,844
604
$36K ﹤0.01%
836
605
$36K ﹤0.01%
2,000
606
$36K ﹤0.01%
938
607
$36K ﹤0.01%
1,070
-725
608
$36K ﹤0.01%
1,500
609
$36K ﹤0.01%
747
610
$36K ﹤0.01%
1,060
611
$36K ﹤0.01%
445
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612
$36K ﹤0.01%
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613
$36K ﹤0.01%
575
614
$36K ﹤0.01%
800
615
$36K ﹤0.01%
137
+10
616
$35K ﹤0.01%
6,750
617
$35K ﹤0.01%
1,260
618
$35K ﹤0.01%
800
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619
$34K ﹤0.01%
780
620
$34K ﹤0.01%
2,640
621
$34K ﹤0.01%
500
622
$34K ﹤0.01%
1,575
623
$34K ﹤0.01%
858
624
$33K ﹤0.01%
800
625
$33K ﹤0.01%
806
23 24
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