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
$2.01B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$5.06M
3
+$4.58M
4
MCHP icon
Microchip Technology
MCHP
+$4.28M
5
MDT icon
Medtronic
MDT
+$3.58M

Top Sells

1
+$3.73M
2
+$3.66M
3
+$2.7M
4
LLY icon
Eli Lilly
LLY
+$2.35M
5
MMM icon
3M
MMM
+$2.24M

Sector Composition

1 Healthcare 15.33%
2 Technology 12.61%
3 Industrials 11.77%
4 Energy 10.78%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$19K ﹤0.01%
+1,855
752
$19K ﹤0.01%
1,088
+200
753
$19K ﹤0.01%
320
+120
754
$19K ﹤0.01%
723
755
$19K ﹤0.01%
686
+70
756
$19K ﹤0.01%
833
+328
757
$19K ﹤0.01%
600
758
$18K ﹤0.01%
450
759
$18K ﹤0.01%
467
760
$18K ﹤0.01%
550
761
$18K ﹤0.01%
555
+100
762
$18K ﹤0.01%
900
763
$18K ﹤0.01%
1,190
+190
764
$18K ﹤0.01%
1,100
765
$18K ﹤0.01%
337
766
$18K ﹤0.01%
328
767
$17K ﹤0.01%
475
768
$17K ﹤0.01%
506
769
$17K ﹤0.01%
150
770
$17K ﹤0.01%
400
+50
771
$17K ﹤0.01%
176
772
$17K ﹤0.01%
737
773
$17K ﹤0.01%
337
+90
774
$16K ﹤0.01%
528
+175
775
$16K ﹤0.01%
1,360
29 30
31
32 33