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
$2.06B
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,082
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$5.88M
3
+$5.24M
4
JPM icon
JPMorgan Chase
JPM
+$4.96M
5
ABT icon
Abbott
ABT
+$3.12M

Top Sells

1
+$6.72M
2
+$5.13M
3
+$4.68M
4
HSBC icon
HSBC
HSBC
+$4.54M
5
IBM icon
IBM
IBM
+$3.37M

Sector Composition

1 Healthcare 16.27%
2 Technology 13.16%
3 Industrials 11.32%
4 Energy 11.1%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$22K ﹤0.01%
900
727
$22K ﹤0.01%
451
728
$22K ﹤0.01%
400
+100
729
$22K ﹤0.01%
449
730
$22K ﹤0.01%
474
731
$21K ﹤0.01%
590
732
$21K ﹤0.01%
1,460
+710
733
$21K ﹤0.01%
237
734
$21K ﹤0.01%
+350
735
$21K ﹤0.01%
+1,304
736
$20K ﹤0.01%
+325
737
$20K ﹤0.01%
+363
738
$20K ﹤0.01%
264
739
$20K ﹤0.01%
550
-1
740
$20K ﹤0.01%
378
741
$20K ﹤0.01%
415
+75
742
$20K ﹤0.01%
455
+150
743
$20K ﹤0.01%
47
+13
744
$20K ﹤0.01%
+973
745
$19K ﹤0.01%
350
746
$19K ﹤0.01%
+296
747
$19K ﹤0.01%
+538
748
$19K ﹤0.01%
+1,500
749
$19K ﹤0.01%
500
750
$19K ﹤0.01%
600
28 29
30
31 32