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
$1.8B
AUM Growth
+$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$4.5M
3
+$3.57M
4
ACN icon
Accenture
ACN
+$2.89M
5
CELG
Celgene Corp
CELG
+$2.75M

Top Sells

1
+$4.35M
2
+$3.32M
3
+$3.31M
4
DLTR icon
Dollar Tree
DLTR
+$3.16M
5
CAT icon
Caterpillar
CAT
+$2.51M

Sector Composition

1 Healthcare 14.92%
2 Technology 12.19%
3 Industrials 11.36%
4 Energy 10.84%
5 Financials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$13K ﹤0.01%
170
777
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450
778
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555
+55
779
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200
780
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220
781
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1,000
782
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888
+375
783
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387
+117
784
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1,020
785
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608
786
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600
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787
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788
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249
-251
789
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41
790
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200
791
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742
792
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793
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794
$11K ﹤0.01%
1,025
795
$11K ﹤0.01%
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796
$11K ﹤0.01%
850
797
$11K ﹤0.01%
145
+115
798
$11K ﹤0.01%
641
-56
799
$11K ﹤0.01%
228
800
$11K ﹤0.01%
34
+15
30 31
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33 34