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
$1.8B
AUM Growth
+$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$4.5M
3
+$3.57M
4
ACN icon
Accenture
ACN
+$2.89M
5
CELG
Celgene Corp
CELG
+$2.75M

Top Sells

1
+$4.35M
2
+$3.32M
3
+$3.31M
4
DLTR icon
Dollar Tree
DLTR
+$3.16M
5
CAT icon
Caterpillar
CAT
+$2.51M

Sector Composition

1 Healthcare 14.92%
2 Technology 12.19%
3 Industrials 11.36%
4 Energy 10.84%
5 Financials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$15K ﹤0.01%
1,360
752
$15K ﹤0.01%
400
753
$15K ﹤0.01%
246
+125
754
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392
755
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789
-166
756
$15K ﹤0.01%
+450
757
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500
-84
758
$15K ﹤0.01%
1,100
759
$15K ﹤0.01%
243
760
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362
-1
761
$14K ﹤0.01%
+390
762
$14K ﹤0.01%
475
763
$14K ﹤0.01%
506
764
$14K ﹤0.01%
3
765
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250
-50
766
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250
767
$14K ﹤0.01%
294
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768
$14K ﹤0.01%
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769
$14K ﹤0.01%
455
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770
$14K ﹤0.01%
350
+125
771
$14K ﹤0.01%
290
+140
772
$14K ﹤0.01%
247
+125
773
$14K ﹤0.01%
697
774
$14K ﹤0.01%
200
775
$13K ﹤0.01%
260
29 30
31
32 33