BPBT

Boston Private Bank & Trust Portfolio holdings

AUM $2.17B
1-Year Est. Return 12.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.34%
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
+$5.54M
2
+$4.88M
3
+$4.25M
4
MCHP icon
Microchip Technology
MCHP
+$4.02M
5
MDT icon
Medtronic
MDT
+$3.54M

Top Sells

1
+$3.67M
2
+$3.62M
3
+$2.55M
4
LLY icon
Eli Lilly
LLY
+$2.3M
5
MMM icon
3M
MMM
+$2.03M

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
651
$36K ﹤0.01%
1,575
652
$35K ﹤0.01%
650
+240
653
$35K ﹤0.01%
1,000
654
$34K ﹤0.01%
+776
655
$34K ﹤0.01%
1,000
656
$34K ﹤0.01%
683
+310
657
$34K ﹤0.01%
1,057
+70
658
$33K ﹤0.01%
300
659
$33K ﹤0.01%
950
660
$33K ﹤0.01%
801
-300
661
$32K ﹤0.01%
+400
662
$32K ﹤0.01%
770
+70
663
$32K ﹤0.01%
1,800
664
$32K ﹤0.01%
+1,469
665
$32K ﹤0.01%
500
666
$32K ﹤0.01%
1,636
-951
667
$32K ﹤0.01%
+240
668
$31K ﹤0.01%
20,251
669
$31K ﹤0.01%
2,136
670
$30K ﹤0.01%
383
671
$30K ﹤0.01%
760
+220
672
$30K ﹤0.01%
1,165
+214
673
$30K ﹤0.01%
2,000
674
$30K ﹤0.01%
1,000
675
$30K ﹤0.01%
950
+200
25 26
27
28 29