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
51
$13.2M 0.64%
501,133
-4,042
52
$13.2M 0.64%
310,960
-52,227
53
$13.1M 0.64%
126,239
+9,000
54
$12.9M 0.63%
150,450
+19,040
55
$12.6M 0.61%
290,106
+20,320
56
$12.5M 0.61%
202,459
+20,264
57
$12M 0.58%
100,404
-5,460
58
$11.6M 0.56%
286,265
-50,218
59
$11.6M 0.56%
224,520
+225
60
$11.2M 0.54%
143,216
+2,276
61
$11M 0.53%
98,624
+12,735
62
$10.9M 0.53%
91,906
+4,714
63
$10.8M 0.52%
132,647
-85,451
64
$10.7M 0.52%
115,545
+3,700
65
$10.6M 0.51%
33,159
-2,676
66
$10.2M 0.5%
143,246
+4,072
67
$9.97M 0.48%
371,314
+43,510
68
$9.68M 0.47%
81,501
-523
69
$9.67M 0.47%
166,686
+735
70
$9.66M 0.47%
283,100
71
$9.64M 0.47%
75,756
+5,464
72
$9.43M 0.46%
91,556
-380
73
$9.37M 0.45%
150,706
-893
74
$9.24M 0.45%
35,462
+194
75
$8.97M 0.44%
171,497
+20,432
1 2
3
4 5