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
651
$32K ﹤0.01%
521
652
$32K ﹤0.01%
+500
653
$32K ﹤0.01%
1,286
+304
654
$32K ﹤0.01%
980
+210
655
$32K ﹤0.01%
830
+275
656
$31K ﹤0.01%
361
657
$31K ﹤0.01%
2,000
658
$31K ﹤0.01%
1,066
-130
659
$31K ﹤0.01%
495
+195
660
$30K ﹤0.01%
510
661
$30K ﹤0.01%
475
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662
$30K ﹤0.01%
2,355
+650
663
$30K ﹤0.01%
500
664
$30K ﹤0.01%
1,200
665
$30K ﹤0.01%
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666
$30K ﹤0.01%
244
667
$30K ﹤0.01%
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668
$30K ﹤0.01%
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669
$30K ﹤0.01%
255
670
$30K ﹤0.01%
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671
$29K ﹤0.01%
66
672
$29K ﹤0.01%
665
673
$29K ﹤0.01%
1,260
-400
674
$29K ﹤0.01%
2,500
675
$29K ﹤0.01%
+300
25 26
27
28 29