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
726
$14K ﹤0.01%
+350
727
$14K ﹤0.01%
+600
728
$14K ﹤0.01%
+400
729
$14K ﹤0.01%
+800
730
$14K ﹤0.01%
+87
731
$14K ﹤0.01%
+392
732
$14K ﹤0.01%
+612
733
$14K ﹤0.01%
+697
734
$13K ﹤0.01%
+500
735
$13K ﹤0.01%
+1,360
736
$13K ﹤0.01%
+300
737
$13K ﹤0.01%
+742
738
$13K ﹤0.01%
+333
739
$13K ﹤0.01%
+200
740
$13K ﹤0.01%
+506
741
$13K ﹤0.01%
+450
742
$13K ﹤0.01%
+243
743
$13K ﹤0.01%
+363
744
$13K ﹤0.01%
+200
745
$13K ﹤0.01%
+905
746
$12K ﹤0.01%
+475
747
$12K ﹤0.01%
+170
748
$12K ﹤0.01%
+299
749
$12K ﹤0.01%
+974
750
$12K ﹤0.01%
+608
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