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
$1.72B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
960
New
Increased
Reduced
Closed

Top Buys

1
+$49.1M
2
+$38.4M
3
+$31.5M
4
CVX icon
Chevron
CVX
+$30.7M
5
PFE icon
Pfizer
PFE
+$27.6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.68%
2 Technology 12.12%
3 Industrials 11.03%
4 Energy 11.02%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$9K ﹤0.01%
+500
777
$9K ﹤0.01%
+228
778
$9K ﹤0.01%
+280
779
$9K ﹤0.01%
+301
780
$9K ﹤0.01%
+505
781
$9K ﹤0.01%
+202
782
$9K ﹤0.01%
+200
783
$9K ﹤0.01%
+1,140
784
$9K ﹤0.01%
+257
785
$9K ﹤0.01%
+201
786
$9K ﹤0.01%
+218
787
$9K ﹤0.01%
+1,002
788
$9K ﹤0.01%
+172
789
$8K ﹤0.01%
+300
790
$8K ﹤0.01%
+600
791
$8K ﹤0.01%
+333
792
$8K ﹤0.01%
+1,025
793
$8K ﹤0.01%
+210
794
$8K ﹤0.01%
+203
795
$8K ﹤0.01%
+162
796
$8K ﹤0.01%
+118
797
$8K ﹤0.01%
+850
798
$8K ﹤0.01%
+200
799
$8K ﹤0.01%
+134
800
$8K ﹤0.01%
+228
30 31
32
33 34