BPBT

Boston Private Bank & Trust Portfolio holdings

AUM $2.17B
1-Year Est. Return 12.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.34%
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
+$8.01M
2
+$5.88M
3
+$5.24M
4
JPM icon
JPMorgan Chase
JPM
+$4.96M
5
ABT icon
Abbott
ABT
+$3.12M

Top Sells

1
+$6.72M
2
+$5.13M
3
+$4.68M
4
HSBC icon
HSBC
HSBC
+$4.54M
5
IBM icon
IBM
IBM
+$3.37M

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%
235
+85
704
$24K ﹤0.01%
+975
705
$24K ﹤0.01%
693
+210
706
$24K ﹤0.01%
771
+150
707
$24K ﹤0.01%
2,220
708
$24K ﹤0.01%
2,838
709
$24K ﹤0.01%
3,374
710
$23K ﹤0.01%
736
-454
711
$23K ﹤0.01%
519
+2
712
$23K ﹤0.01%
650
+225
713
$23K ﹤0.01%
+46
714
$23K ﹤0.01%
+1,000
715
$23K ﹤0.01%
663
-500
716
$23K ﹤0.01%
900
717
$23K ﹤0.01%
1,650
718
$23K ﹤0.01%
762
-1,190
719
$23K ﹤0.01%
+1,000
720
$23K ﹤0.01%
200
721
$22K ﹤0.01%
1,505
722
$22K ﹤0.01%
486
723
$22K ﹤0.01%
1,448
+270
724
$22K ﹤0.01%
375
-900
725
$22K ﹤0.01%
876
27 28
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