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

Top Buys

1
+$49.3M
2
+$38.6M
3
+$31.2M
4
CVX icon
Chevron
CVX
+$30.1M
5
MCD icon
McDonald's
MCD
+$26.9M

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%
+172
777
$9K ﹤0.01%
+500
778
$9K ﹤0.01%
+500
779
$9K ﹤0.01%
+228
780
$9K ﹤0.01%
+280
781
$9K ﹤0.01%
+301
782
$9K ﹤0.01%
+505
783
$9K ﹤0.01%
+202
784
$9K ﹤0.01%
+200
785
$9K ﹤0.01%
+1,140
786
$9K ﹤0.01%
+257
787
$9K ﹤0.01%
+201
788
$9K ﹤0.01%
+218
789
$8K ﹤0.01%
+1,025
790
$8K ﹤0.01%
+210
791
$8K ﹤0.01%
+300
792
$8K ﹤0.01%
+203
793
$8K ﹤0.01%
+162
794
$8K ﹤0.01%
+118
795
$8K ﹤0.01%
+850
796
$8K ﹤0.01%
+200
797
$8K ﹤0.01%
+134
798
$8K ﹤0.01%
+228
799
$8K ﹤0.01%
+416
800
$8K ﹤0.01%
+225
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