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
626
$33K ﹤0.01%
480
+40
627
$33K ﹤0.01%
2,400
-200
628
$32K ﹤0.01%
260
629
$32K ﹤0.01%
1,223
-158
630
$32K ﹤0.01%
1,087
631
$32K ﹤0.01%
229
632
$31K ﹤0.01%
600
633
$31K ﹤0.01%
2,069
634
$31K ﹤0.01%
2,000
635
$31K ﹤0.01%
2,545
636
$31K ﹤0.01%
+100
637
$30K ﹤0.01%
500
638
$30K ﹤0.01%
643
639
$30K ﹤0.01%
+612
640
$29K ﹤0.01%
1,800
641
$29K ﹤0.01%
190
-25
642
$29K ﹤0.01%
+274
643
$29K ﹤0.01%
1,400
644
$29K ﹤0.01%
300
645
$29K ﹤0.01%
1,020
646
$29K ﹤0.01%
378
+100
647
$28K ﹤0.01%
475
648
$28K ﹤0.01%
383
649
$28K ﹤0.01%
1,340
+200
650
$28K ﹤0.01%
+2,500
24 25
26
27 28