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
726
$22K ﹤0.01%
724
727
$22K ﹤0.01%
376
+50
728
$21K ﹤0.01%
1,293
-121
729
$21K ﹤0.01%
326
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730
$21K ﹤0.01%
400
731
$21K ﹤0.01%
1,700
-100
732
$21K ﹤0.01%
378
733
$21K ﹤0.01%
1,200
734
$21K ﹤0.01%
1,211
+211
735
$21K ﹤0.01%
1,650
736
$21K ﹤0.01%
538
737
$21K ﹤0.01%
566
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738
$21K ﹤0.01%
+480
739
$21K ﹤0.01%
982
740
$21K ﹤0.01%
1,505
741
$21K ﹤0.01%
609
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742
$20K ﹤0.01%
250
743
$20K ﹤0.01%
941
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744
$20K ﹤0.01%
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745
$20K ﹤0.01%
1,500
746
$20K ﹤0.01%
400
747
$20K ﹤0.01%
1,134
+75
748
$19K ﹤0.01%
350
749
$19K ﹤0.01%
243
750
$19K ﹤0.01%
845
-225
28 29
30
31 32