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

Top Buys

1
+$49.3M
2
+$38.6M
3
+$31.2M
4
CVX icon
Chevron
CVX
+$30.1M
5
MCD icon
McDonald's
MCD
+$26.9M

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%
+1,000
677
$20K ﹤0.01%
+1,800
678
$20K ﹤0.01%
+750
679
$20K ﹤0.01%
+1,500
680
$20K ﹤0.01%
+337
681
$20K ﹤0.01%
+2,500
682
$19K ﹤0.01%
+66
683
$19K ﹤0.01%
+1,250
684
$18K ﹤0.01%
+688
685
$18K ﹤0.01%
+400
686
$18K ﹤0.01%
+250
687
$18K ﹤0.01%
+1,700
688
$18K ﹤0.01%
+625
689
$18K ﹤0.01%
+350
690
$18K ﹤0.01%
+982
691
$18K ﹤0.01%
+738
692
$18K ﹤0.01%
+955
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
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