BPBT

Boston Private Bank & Trust Portfolio holdings

AUM $2.17B
1-Year Est. Return 12.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.34%
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
+$8.01M
2
+$5.88M
3
+$5.24M
4
JPM icon
JPMorgan Chase
JPM
+$4.96M
5
ABT icon
Abbott
ABT
+$3.12M

Top Sells

1
+$6.72M
2
+$5.13M
3
+$4.68M
4
HSBC icon
HSBC
HSBC
+$4.54M
5
IBM icon
IBM
IBM
+$3.37M

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
751
$19K ﹤0.01%
+350
752
$19K ﹤0.01%
789
753
$18K ﹤0.01%
500
754
$18K ﹤0.01%
+97
755
$18K ﹤0.01%
500
756
$18K ﹤0.01%
249
757
$18K ﹤0.01%
188
758
$17K ﹤0.01%
+460
759
$17K ﹤0.01%
450
-50
760
$17K ﹤0.01%
360
761
$17K ﹤0.01%
1,700
762
$17K ﹤0.01%
723
763
$17K ﹤0.01%
493
-201
764
$17K ﹤0.01%
+282
765
$16K ﹤0.01%
360
766
$16K ﹤0.01%
725
+150
767
$16K ﹤0.01%
1,140
+40
768
$16K ﹤0.01%
265
769
$16K ﹤0.01%
725
+225
770
$15K ﹤0.01%
332
+90
771
$15K ﹤0.01%
145
772
$15K ﹤0.01%
200
773
$15K ﹤0.01%
100
774
$15K ﹤0.01%
1,000
775
$15K ﹤0.01%
+157
29 30
31
32 33