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
$1.72B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
960
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$38.6M
3
+$31.2M
4
CVX icon
Chevron
CVX
+$30.1M
5
MCD icon
McDonald's
MCD
+$26.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.68%
2 Technology 12.12%
3 Industrials 11.03%
4 Energy 11.02%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.9M 0.63%
+305,600
52
$10.7M 0.62%
+308,505
53
$10.7M 0.62%
+251,741
54
$10.6M 0.62%
+324,622
55
$10.6M 0.62%
+41,294
56
$10.6M 0.61%
+184,671
57
$10.3M 0.6%
+107,193
58
$10M 0.58%
+266,850
59
$9.74M 0.57%
+279,386
60
$9.57M 0.56%
+185,993
61
$9.47M 0.55%
+143,092
62
$9.02M 0.53%
+256,624
63
$8.93M 0.52%
+132,288
64
$8.61M 0.5%
+135,816
65
$8.31M 0.48%
+334,803
66
$8.25M 0.48%
+184,454
67
$8.04M 0.47%
+177,491
68
$8.03M 0.47%
+167,283
69
$7.91M 0.46%
+152,405
70
$7.78M 0.45%
+117,645
71
$7.77M 0.45%
+187,676
72
$7.33M 0.43%
+149,236
73
$7.17M 0.42%
+95,847
74
$7.15M 0.42%
+34,014
75
$7.05M 0.41%
+68,835
1 2
3
4 5