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
$1.97B
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$4.2M
3
+$3.58M
4
CB icon
Chubb
CB
+$2.89M
5
ABT icon
Abbott
ABT
+$2.59M

Top Sells

1
+$14.9M
2
+$8.22M
3
+$7.57M
4
IBM icon
IBM
IBM
+$6M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6M

Sector Composition

1 Healthcare 16.33%
2 Technology 13.01%
3 Industrials 11.43%
4 Energy 10.67%
5 Financials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$24K ﹤0.01%
+1,000
727
$23K ﹤0.01%
400
728
$23K ﹤0.01%
1,705
-244
729
$23K ﹤0.01%
1,200
730
$23K ﹤0.01%
900
731
$23K ﹤0.01%
982
732
$23K ﹤0.01%
724
733
$23K ﹤0.01%
525
-84
734
$22K ﹤0.01%
450
735
$22K ﹤0.01%
486
-127
736
$22K ﹤0.01%
600
737
$22K ﹤0.01%
1,650
738
$22K ﹤0.01%
200
-782
739
$22K ﹤0.01%
383
+300
740
$22K ﹤0.01%
1,505
741
$21K ﹤0.01%
350
742
$21K ﹤0.01%
264
+21
743
$21K ﹤0.01%
500
-91,901
744
$21K ﹤0.01%
590
+40
745
$21K ﹤0.01%
378
746
$21K ﹤0.01%
905
747
$21K ﹤0.01%
876
-294
748
$21K ﹤0.01%
694
749
$21K ﹤0.01%
356
+19
750
$21K ﹤0.01%
900
28 29
30
31 32