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
$1.97B
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.02M
3
+$3.8M
4
CB icon
Chubb
CB
+$2.95M
5
NXPI icon
NXP Semiconductors
NXPI
+$2.69M

Top Sells

1
+$15.3M
2
+$8.22M
3
+$7.73M
4
IBM icon
IBM
IBM
+$6.27M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.13M

Sector Composition

1 Healthcare 16.33%
2 Technology 13.01%
3 Industrials 11.43%
4 Energy 10.67%
5 Financials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$21K ﹤0.01%
356
+19
752
$20K ﹤0.01%
2,838
+211
753
$20K ﹤0.01%
237
+17
754
$20K ﹤0.01%
474
-550
755
$19K ﹤0.01%
517
+42
756
$19K ﹤0.01%
551
+413
757
$19K ﹤0.01%
235
+51
758
$19K ﹤0.01%
580
-106
759
$19K ﹤0.01%
1,500
760
$19K ﹤0.01%
600
761
$19K ﹤0.01%
188
+136
762
$18K ﹤0.01%
1,178
-115
763
$18K ﹤0.01%
723
764
$18K ﹤0.01%
300
-435
765
$18K ﹤0.01%
737
766
$18K ﹤0.01%
400
767
$17K ﹤0.01%
360
768
$17K ﹤0.01%
250
-76
769
$17K ﹤0.01%
400
770
$17K ﹤0.01%
325
-51
771
$17K ﹤0.01%
621
-122
772
$17K ﹤0.01%
500
773
$17K ﹤0.01%
500
774
$17K ﹤0.01%
1,700
775
$17K ﹤0.01%
500
29 30
31
32 33