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
626
$41K ﹤0.01%
232
+42
627
$41K ﹤0.01%
+3,055
628
$40K ﹤0.01%
3,000
629
$40K ﹤0.01%
1,060
630
$40K ﹤0.01%
1,488
631
$40K ﹤0.01%
445
632
$40K ﹤0.01%
1,082
-983
633
$40K ﹤0.01%
+740
634
$40K ﹤0.01%
137
635
$40K ﹤0.01%
150
-11
636
$39K ﹤0.01%
2,640
637
$39K ﹤0.01%
1,500
638
$39K ﹤0.01%
981
639
$39K ﹤0.01%
735
640
$39K ﹤0.01%
858
641
$39K ﹤0.01%
1,322
+422
642
$38K ﹤0.01%
+1,630
643
$38K ﹤0.01%
900
-63
644
$38K ﹤0.01%
6,750
645
$37K ﹤0.01%
300
646
$37K ﹤0.01%
800
647
$37K ﹤0.01%
+514
648
$37K ﹤0.01%
1,354
+131
649
$36K ﹤0.01%
2,000
650
$36K ﹤0.01%
+2,090
24 25
26
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