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
601
$47K ﹤0.01%
550
602
$47K ﹤0.01%
2,037
603
$46K ﹤0.01%
+3,785
604
$46K ﹤0.01%
2,600
605
$46K ﹤0.01%
1,260
606
$46K ﹤0.01%
875
607
$46K ﹤0.01%
1,024
-343
608
$46K ﹤0.01%
734
+159
609
$46K ﹤0.01%
+1,500
610
$45K ﹤0.01%
900
611
$45K ﹤0.01%
+414
612
$45K ﹤0.01%
500
613
$45K ﹤0.01%
655
614
$44K ﹤0.01%
2,370
+1,120
615
$44K ﹤0.01%
+1,482
616
$44K ﹤0.01%
+1,960
617
$43K ﹤0.01%
+1,189
618
$43K ﹤0.01%
401
+93
619
$43K ﹤0.01%
553
+87
620
$43K ﹤0.01%
788
+560
621
$43K ﹤0.01%
5,150
622
$42K ﹤0.01%
2,000
623
$42K ﹤0.01%
2,440
624
$42K ﹤0.01%
4,480
625
$42K ﹤0.01%
+790
23 24
25
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