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
$2.01B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$5.06M
3
+$4.58M
4
MCHP icon
Microchip Technology
MCHP
+$4.28M
5
MDT icon
Medtronic
MDT
+$3.58M

Top Sells

1
+$3.73M
2
+$3.66M
3
+$2.7M
4
LLY icon
Eli Lilly
LLY
+$2.35M
5
MMM icon
3M
MMM
+$2.24M

Sector Composition

1 Healthcare 15.33%
2 Technology 12.61%
3 Industrials 11.77%
4 Energy 10.78%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$16K ﹤0.01%
675
+275
777
$16K ﹤0.01%
+250
778
$16K ﹤0.01%
392
779
$16K ﹤0.01%
789
780
$16K ﹤0.01%
1,000
781
$16K ﹤0.01%
450
782
$16K ﹤0.01%
635
783
$15K ﹤0.01%
250
784
$15K ﹤0.01%
360
+320
785
$15K ﹤0.01%
2,627
786
$15K ﹤0.01%
+409
787
$15K ﹤0.01%
145
788
$15K ﹤0.01%
500
789
$15K ﹤0.01%
+100
790
$15K ﹤0.01%
220
791
$15K ﹤0.01%
1,500
792
$15K ﹤0.01%
39
+5
793
$15K ﹤0.01%
500
794
$15K ﹤0.01%
697
795
$15K ﹤0.01%
562
+175
796
$14K ﹤0.01%
170
797
$14K ﹤0.01%
500
-55
798
$14K ﹤0.01%
294
799
$14K ﹤0.01%
200
800
$14K ﹤0.01%
180
+35
30 31
32
33 34