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
676
$30K ﹤0.01%
1,165
+214
677
$30K ﹤0.01%
383
678
$29K ﹤0.01%
866
679
$29K ﹤0.01%
274
680
$29K ﹤0.01%
2,428
+1,928
681
$29K ﹤0.01%
739
-67
682
$29K ﹤0.01%
2,500
683
$29K ﹤0.01%
+885
684
$29K ﹤0.01%
612
685
$28K ﹤0.01%
244
686
$28K ﹤0.01%
643
+163
687
$28K ﹤0.01%
694
+51
688
$28K ﹤0.01%
840
689
$27K ﹤0.01%
613
+92
690
$27K ﹤0.01%
444
+20
691
$27K ﹤0.01%
66
692
$27K ﹤0.01%
+185
693
$27K ﹤0.01%
1,170
-1,125
694
$27K ﹤0.01%
+470
695
$27K ﹤0.01%
250
-350
696
$27K ﹤0.01%
840
+150
697
$27K ﹤0.01%
1,020
698
$26K ﹤0.01%
122
+58
699
$26K ﹤0.01%
1,400
700
$26K ﹤0.01%
700
26 27
28
29 30