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

Top Buys

1
+$49.1M
2
+$38.4M
3
+$31.5M
4
CVX icon
Chevron
CVX
+$30.7M
5
PFE icon
Pfizer
PFE
+$27.6M

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%
+500
728
$14K ﹤0.01%
+723
729
$14K ﹤0.01%
+350
730
$14K ﹤0.01%
+600
731
$14K ﹤0.01%
+400
732
$14K ﹤0.01%
+800
733
$14K ﹤0.01%
+87
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%
+506
739
$13K ﹤0.01%
+450
740
$13K ﹤0.01%
+243
741
$13K ﹤0.01%
+363
742
$13K ﹤0.01%
+200
743
$13K ﹤0.01%
+905
744
$13K ﹤0.01%
+333
745
$13K ﹤0.01%
+200
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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