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
626
$28K ﹤0.01%
+2,069
627
$28K ﹤0.01%
+500
628
$28K ﹤0.01%
+383
629
$28K ﹤0.01%
+127
630
$28K ﹤0.01%
+1,020
631
$28K ﹤0.01%
+840
632
$28K ﹤0.01%
+2,596
633
$27K ﹤0.01%
+440
634
$27K ﹤0.01%
+244
635
$27K ﹤0.01%
+600
636
$27K ﹤0.01%
+475
637
$27K ﹤0.01%
+1,400
638
$27K ﹤0.01%
+1,087
639
$26K ﹤0.01%
+500
640
$26K ﹤0.01%
+643
641
$25K ﹤0.01%
+866
642
$25K ﹤0.01%
+627
643
$25K ﹤0.01%
+300
644
$24K ﹤0.01%
+626
645
$24K ﹤0.01%
+804
646
$24K ﹤0.01%
+300
647
$24K ﹤0.01%
+500
648
$24K ﹤0.01%
+700
649
$23K ﹤0.01%
+400
650
$23K ﹤0.01%
+400
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