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
701
$26K ﹤0.01%
702
+125
702
$25K ﹤0.01%
1,949
+275
703
$25K ﹤0.01%
+3,374
704
$25K ﹤0.01%
184
705
$25K ﹤0.01%
743
+505
706
$25K ﹤0.01%
663
+155
707
$24K ﹤0.01%
425
708
$24K ﹤0.01%
500
709
$24K ﹤0.01%
1,100
710
$24K ﹤0.01%
1,800
711
$24K ﹤0.01%
600
712
$24K ﹤0.01%
451
+101
713
$24K ﹤0.01%
518
+168
714
$24K ﹤0.01%
390
+100
715
$24K ﹤0.01%
507
+25
716
$23K ﹤0.01%
2,220
717
$23K ﹤0.01%
+750
718
$23K ﹤0.01%
250
-50
719
$23K ﹤0.01%
293
+75
720
$23K ﹤0.01%
900
721
$23K ﹤0.01%
1,200
722
$23K ﹤0.01%
1,500
723
$23K ﹤0.01%
743
+588
724
$22K ﹤0.01%
663
-1,200
725
$22K ﹤0.01%
1,000
27 28
29
30 31