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
601
$42K ﹤0.01%
1,050
+700
602
$41K ﹤0.01%
184
+4
603
$41K ﹤0.01%
900
604
$41K ﹤0.01%
2,000
605
$41K ﹤0.01%
1,000
606
$41K ﹤0.01%
900
607
$41K ﹤0.01%
466
608
$41K ﹤0.01%
+1,352
609
$41K ﹤0.01%
465
+308
610
$40K ﹤0.01%
1,500
611
$40K ﹤0.01%
310
612
$40K ﹤0.01%
+300
613
$40K ﹤0.01%
300
614
$39K ﹤0.01%
530
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615
$39K ﹤0.01%
+545
616
$38K ﹤0.01%
981
617
$38K ﹤0.01%
1,000
618
$38K ﹤0.01%
708
+65
619
$37K ﹤0.01%
725
620
$37K ﹤0.01%
2,250
621
$37K ﹤0.01%
1,488
622
$37K ﹤0.01%
6,750
623
$37K ﹤0.01%
1,855
624
$36K ﹤0.01%
780
625
$36K ﹤0.01%
3,000
-5,000
23 24
25
26 27