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
$1.97B
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.02M
3
+$3.8M
4
CB icon
Chubb
CB
+$2.95M
5
NXPI icon
NXP Semiconductors
NXPI
+$2.69M

Top Sells

1
+$15.3M
2
+$8.22M
3
+$7.73M
4
IBM icon
IBM
IBM
+$6.27M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.13M

Sector Composition

1 Healthcare 16.33%
2 Technology 13.01%
3 Industrials 11.43%
4 Energy 10.67%
5 Financials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$31K ﹤0.01%
+1,485
677
$31K ﹤0.01%
840
678
$30K ﹤0.01%
361
-1,900
679
$30K ﹤0.01%
2,428
680
$30K ﹤0.01%
2,000
681
$30K ﹤0.01%
244
682
$30K ﹤0.01%
950
683
$30K ﹤0.01%
1,575
684
$29K ﹤0.01%
+700
685
$29K ﹤0.01%
274
686
$29K ﹤0.01%
739
687
$29K ﹤0.01%
+521
688
$29K ﹤0.01%
788
-610
689
$29K ﹤0.01%
400
690
$29K ﹤0.01%
575
+427
691
$29K ﹤0.01%
1,500
-900
692
$28K ﹤0.01%
510
-140
693
$28K ﹤0.01%
2,000
-1,000
694
$28K ﹤0.01%
66
695
$28K ﹤0.01%
383
696
$28K ﹤0.01%
523
+203
697
$28K ﹤0.01%
1,200
698
$28K ﹤0.01%
2,500
699
$28K ﹤0.01%
1,087
-87
700
$28K ﹤0.01%
700
26 27
28
29 30