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
$1.72B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
960
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$38.6M
3
+$31.2M
4
CVX icon
Chevron
CVX
+$30.1M
5
MCD icon
McDonald's
MCD
+$26.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.68%
2 Technology 12.12%
3 Industrials 11.03%
4 Energy 11.02%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$12K ﹤0.01%
+1,500
752
$12K ﹤0.01%
+1,000
753
$12K ﹤0.01%
+223
754
$12K ﹤0.01%
+465
755
$12K ﹤0.01%
+352
756
$12K ﹤0.01%
+265
757
$11K ﹤0.01%
+3
758
$11K ﹤0.01%
+1,020
759
$11K ﹤0.01%
+697
760
$11K ﹤0.01%
+220
761
$11K ﹤0.01%
+41
762
$11K ﹤0.01%
+200
763
$11K ﹤0.01%
+500
764
$11K ﹤0.01%
+300
765
$11K ﹤0.01%
+320
766
$11K ﹤0.01%
+398
767
$11K ﹤0.01%
+309
768
$11K ﹤0.01%
+384
769
$10K ﹤0.01%
+260
770
$10K ﹤0.01%
+665
771
$10K ﹤0.01%
+575
772
$10K ﹤0.01%
+250
773
$10K ﹤0.01%
+831
774
$10K ﹤0.01%
+307
775
$9K ﹤0.01%
+1,002
29 30
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32 33