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
651
$23K ﹤0.01%
+900
652
$23K ﹤0.01%
+600
653
$23K ﹤0.01%
+1,650
654
$23K ﹤0.01%
+1,000
655
$23K ﹤0.01%
+700
656
$23K ﹤0.01%
+493
657
$23K ﹤0.01%
+742
658
$23K ﹤0.01%
+1,743
659
$22K ﹤0.01%
+2,220
660
$22K ﹤0.01%
+540
661
$22K ﹤0.01%
+486
662
$22K ﹤0.01%
+308
663
$22K ﹤0.01%
+1,140
664
$22K ﹤0.01%
+900
665
$22K ﹤0.01%
+150
666
$22K ﹤0.01%
+1,505
667
$22K ﹤0.01%
+800
668
$22K ﹤0.01%
+565
669
$21K ﹤0.01%
+1,400
670
$21K ﹤0.01%
+478
671
$21K ﹤0.01%
+514
672
$21K ﹤0.01%
+584
673
$20K ﹤0.01%
+215
674
$20K ﹤0.01%
+250
675
$20K ﹤0.01%
+906
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