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
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%
1,800
662
$32K ﹤0.01%
+1,469
663
$32K ﹤0.01%
500
664
$32K ﹤0.01%
1,636
-951
665
$32K ﹤0.01%
+400
666
$32K ﹤0.01%
770
+70
667
$32K ﹤0.01%
+240
668
$31K ﹤0.01%
20,251
669
$31K ﹤0.01%
2,136
670
$30K ﹤0.01%
2,000
671
$30K ﹤0.01%
1,000
672
$30K ﹤0.01%
950
+200
673
$30K ﹤0.01%
1,174
+87
674
$30K ﹤0.01%
643
675
$30K ﹤0.01%
760
+220
25 26
27
28 29