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
$1.8B
AUM Growth
+$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$4.5M
3
+$3.57M
4
ACN icon
Accenture
ACN
+$2.89M
5
CELG
Celgene Corp
CELG
+$2.75M

Top Sells

1
+$4.35M
2
+$3.32M
3
+$3.31M
4
DLTR icon
Dollar Tree
DLTR
+$3.16M
5
CAT icon
Caterpillar
CAT
+$2.51M

Sector Composition

1 Healthcare 14.92%
2 Technology 12.19%
3 Industrials 11.36%
4 Energy 10.84%
5 Financials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$17K ﹤0.01%
100
727
$17K ﹤0.01%
467
728
$17K ﹤0.01%
250
-2,255
729
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150
730
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1,200
731
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723
732
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616
+200
733
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1,500
734
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372
-121
735
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176
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736
$17K ﹤0.01%
635
737
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328
738
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393
+175
739
$16K ﹤0.01%
350
740
$16K ﹤0.01%
218
+100
741
$16K ﹤0.01%
500
742
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905
743
$16K ﹤0.01%
600
744
$16K ﹤0.01%
724
745
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400
746
$16K ﹤0.01%
326
+125
747
$15K ﹤0.01%
+145
748
$15K ﹤0.01%
+200
749
$15K ﹤0.01%
20,251
+5,250
750
$15K ﹤0.01%
350
28 29
30
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