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
$2.05B
AUM Growth
-$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.16M
3
+$3.37M
4
C icon
Citigroup
C
+$2.18M
5
MCHP icon
Microchip Technology
MCHP
+$2.16M

Top Sells

1
+$3.36M
2
+$2.11M
3
+$1.72M
4
XOM icon
Exxon Mobil
XOM
+$1.7M
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$1.6M

Sector Composition

1 Healthcare 16.61%
2 Technology 13.81%
3 Industrials 11.06%
4 Energy 10.35%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$22K ﹤0.01%
2,838
752
$22K ﹤0.01%
+315
753
$22K ﹤0.01%
+674
754
$22K ﹤0.01%
975
755
$22K ﹤0.01%
1,505
756
$22K ﹤0.01%
474
757
$21K ﹤0.01%
350
758
$21K ﹤0.01%
590
759
$21K ﹤0.01%
378
760
$21K ﹤0.01%
237
761
$21K ﹤0.01%
+1,750
762
$21K ﹤0.01%
728
-34
763
$20K ﹤0.01%
686
-50
764
$20K ﹤0.01%
3,298
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765
$20K ﹤0.01%
415
766
$20K ﹤0.01%
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767
$20K ﹤0.01%
350
768
$20K ﹤0.01%
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769
$20K ﹤0.01%
1,140
770
$19K ﹤0.01%
519
771
$19K ﹤0.01%
446
-40
772
$19K ﹤0.01%
264
773
$19K ﹤0.01%
300
-128
774
$19K ﹤0.01%
175
-467
775
$19K ﹤0.01%
500
29 30
31
32 33