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
651
$28K ﹤0.01%
150
652
$27K ﹤0.01%
866
653
$27K ﹤0.01%
244
654
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700
655
$26K ﹤0.01%
1,000
656
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643
657
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840
658
$25K ﹤0.01%
300
659
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300
+50
660
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951
+45
661
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538
+200
662
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400
663
$25K ﹤0.01%
987
+375
664
$24K ﹤0.01%
66
665
$24K ﹤0.01%
308
666
$24K ﹤0.01%
800
667
$24K ﹤0.01%
565
668
$24K ﹤0.01%
2,136
669
$23K ﹤0.01%
1,400
670
$23K ﹤0.01%
900
671
$23K ﹤0.01%
1,300
-700
672
$23K ﹤0.01%
+455
673
$23K ﹤0.01%
700
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674
$23K ﹤0.01%
900
-1,515
675
$22K ﹤0.01%
1,257
-1,738
25 26
27
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