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
601
$49K ﹤0.01%
2,037
602
$48K ﹤0.01%
769
+19
603
$48K ﹤0.01%
445
604
$47K ﹤0.01%
875
605
$47K ﹤0.01%
734
606
$46K ﹤0.01%
3,785
607
$45K ﹤0.01%
414
608
$45K ﹤0.01%
2,500
609
$45K ﹤0.01%
+3,851
610
$45K ﹤0.01%
600
-300
611
$44K ﹤0.01%
900
612
$44K ﹤0.01%
4,480
613
$43K ﹤0.01%
995
+440
614
$43K ﹤0.01%
310
+210
615
$43K ﹤0.01%
300
616
$43K ﹤0.01%
740
617
$43K ﹤0.01%
790
618
$42K ﹤0.01%
1,240
+400
619
$42K ﹤0.01%
+2,868
620
$42K ﹤0.01%
1,500
621
$42K ﹤0.01%
1,322
622
$41K ﹤0.01%
900
623
$41K ﹤0.01%
460
+167
624
$41K ﹤0.01%
1,000
625
$41K ﹤0.01%
+445
23 24
25
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