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
626
$36K ﹤0.01%
690
-275
627
$36K ﹤0.01%
142
-103
628
$36K ﹤0.01%
700
-1,064
629
$36K ﹤0.01%
370
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630
$36K ﹤0.01%
2,030
+400
631
$36K ﹤0.01%
745
+100
632
$35K ﹤0.01%
1,120
+125
633
$35K ﹤0.01%
1,253
634
$34K ﹤0.01%
739
635
$34K ﹤0.01%
426
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636
$34K ﹤0.01%
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637
$34K ﹤0.01%
137
638
$34K ﹤0.01%
830
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639
$33K ﹤0.01%
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640
$33K ﹤0.01%
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641
$33K ﹤0.01%
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$33K ﹤0.01%
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643
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645
$33K ﹤0.01%
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646
$33K ﹤0.01%
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$33K ﹤0.01%
526
648
$33K ﹤0.01%
1,020
649
$32K ﹤0.01%
770
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650
$32K ﹤0.01%
935
24 25
26
27 28