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
676
$29K ﹤0.01%
350
-250
677
$29K ﹤0.01%
425
+100
678
$28K ﹤0.01%
1,165
679
$28K ﹤0.01%
383
680
$28K ﹤0.01%
1,400
681
$28K ﹤0.01%
700
682
$28K ﹤0.01%
635
-50
683
$27K ﹤0.01%
200
684
$27K ﹤0.01%
450
685
$27K ﹤0.01%
425
686
$27K ﹤0.01%
250
687
$27K ﹤0.01%
900
-6,256
688
$27K ﹤0.01%
1,042
-594
689
$27K ﹤0.01%
1,100
690
$27K ﹤0.01%
750
-140
691
$27K ﹤0.01%
+1,330
692
$26K ﹤0.01%
950
-250
693
$26K ﹤0.01%
+800
694
$26K ﹤0.01%
1,500
695
$26K ﹤0.01%
724
696
$25K ﹤0.01%
282
697
$25K ﹤0.01%
400
698
$25K ﹤0.01%
1,281
-100
699
$25K ﹤0.01%
860
+280
700
$25K ﹤0.01%
330
-995
26 27
28
29 30