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

Top Buys

1
+$7.81M
2
+$6.36M
3
+$5.3M
4
JPM icon
JPMorgan Chase
JPM
+$5.09M
5
ABT icon
Abbott
ABT
+$3.25M

Top Sells

1
+$6.93M
2
+$5.25M
3
+$4.67M
4
HSBC icon
HSBC
HSBC
+$4.46M
5
IBM icon
IBM
IBM
+$3.25M

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%
451
727
$22K ﹤0.01%
400
+100
728
$22K ﹤0.01%
1,505
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%
455
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742
$20K ﹤0.01%
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743
$20K ﹤0.01%
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744
$20K ﹤0.01%
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745
$19K ﹤0.01%
350
746
$19K ﹤0.01%
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747
$19K ﹤0.01%
+538
748
$19K ﹤0.01%
+1,500
749
$19K ﹤0.01%
500
750
$19K ﹤0.01%
600
28 29
30
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