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
$1.72B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
960
New
Increased
Reduced
Closed

Top Buys

1
+$49.1M
2
+$38.4M
3
+$31.5M
4
CVX icon
Chevron
CVX
+$30.7M
5
PFE icon
Pfizer
PFE
+$27.6M

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
676
$20K ﹤0.01%
+906
677
$20K ﹤0.01%
+1,000
678
$20K ﹤0.01%
+1,800
679
$20K ﹤0.01%
+2,500
680
$20K ﹤0.01%
+1,500
681
$20K ﹤0.01%
+337
682
$19K ﹤0.01%
+66
683
$19K ﹤0.01%
+1,250
684
$18K ﹤0.01%
+350
685
$18K ﹤0.01%
+982
686
$18K ﹤0.01%
+738
687
$18K ﹤0.01%
+955
688
$18K ﹤0.01%
+688
689
$18K ﹤0.01%
+400
690
$18K ﹤0.01%
+250
691
$18K ﹤0.01%
+1,700
692
$18K ﹤0.01%
+625
693
$18K ﹤0.01%
+2,136
694
$17K ﹤0.01%
+771
695
$17K ﹤0.01%
+150
696
$17K ﹤0.01%
+900
697
$17K ﹤0.01%
+338
698
$17K ﹤0.01%
+1,000
699
$17K ﹤0.01%
+1,000
700
$16K ﹤0.01%
+310
26 27
28
29 30