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
$2.06B
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,082
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$6.36M
3
+$5.3M
4
JPM icon
JPMorgan Chase
JPM
+$5.09M
5
ABT icon
Abbott
ABT
+$3.25M

Top Sells

1
+$6.93M
2
+$5.25M
3
+$4.67M
4
HSBC icon
HSBC
HSBC
+$4.46M
5
IBM icon
IBM
IBM
+$3.25M

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
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755
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500
756
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757
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188
758
$17K ﹤0.01%
+460
759
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450
-50
760
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360
761
$17K ﹤0.01%
1,700
762
$17K ﹤0.01%
723
763
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493
-201
764
$17K ﹤0.01%
+282
765
$16K ﹤0.01%
360
766
$16K ﹤0.01%
725
+150
767
$16K ﹤0.01%
1,140
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768
$16K ﹤0.01%
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769
$16K ﹤0.01%
725
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770
$15K ﹤0.01%
332
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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