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
51
$13.2M 0.66%
526,715
+5,228
52
$13.2M 0.66%
159,332
+5,506
53
$13M 0.65%
487,325
-57,675
54
$12.7M 0.63%
228,410
-7,355
55
$12.6M 0.63%
243,408
-1,141
56
$12.3M 0.61%
320,756
+42,257
57
$12.1M 0.6%
563,900
-76,840
58
$11.8M 0.59%
260,349
+15,319
59
$11.6M 0.58%
235,749
+25,505
60
$11.3M 0.57%
292,700
-7,700
61
$11.3M 0.56%
35,619
-858
62
$11.2M 0.56%
276,492
-16,076
63
$11.1M 0.55%
121,865
+2,110
64
$10.7M 0.53%
126,104
+934
65
$10.4M 0.52%
138,345
-295
66
$9.8M 0.49%
373,725
+16,599
67
$9.46M 0.47%
69,339
-417
68
$9.4M 0.47%
197,608
+9,602
69
$9.22M 0.46%
167,355
+13,738
70
$9.2M 0.46%
176,564
+5,863
71
$9.05M 0.45%
87,418
+56,393
72
$9.03M 0.45%
78,311
+14,571
73
$9.01M 0.45%
87,090
+4,871
74
$8.92M 0.44%
36,519
+1,000
75
$8.88M 0.44%
137,336
+19,968
1 2
3
4 5