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
701
$25K ﹤0.01%
356
702
$25K ﹤0.01%
550
-25
703
$24K ﹤0.01%
2,220
704
$24K ﹤0.01%
2,838
705
$24K ﹤0.01%
3,374
706
$24K ﹤0.01%
235
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707
$24K ﹤0.01%
+975
708
$24K ﹤0.01%
693
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709
$24K ﹤0.01%
771
+150
710
$23K ﹤0.01%
650
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711
$23K ﹤0.01%
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712
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713
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714
$23K ﹤0.01%
900
715
$23K ﹤0.01%
1,650
716
$23K ﹤0.01%
200
717
$23K ﹤0.01%
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718
$23K ﹤0.01%
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719
$23K ﹤0.01%
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$23K ﹤0.01%
519
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721
$22K ﹤0.01%
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722
$22K ﹤0.01%
1,448
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723
$22K ﹤0.01%
375
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724
$22K ﹤0.01%
876
725
$22K ﹤0.01%
900
27 28
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