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
$1.97B
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.02M
3
+$3.8M
4
CB icon
Chubb
CB
+$2.95M
5
NXPI icon
NXP Semiconductors
NXPI
+$2.69M

Top Sells

1
+$15.3M
2
+$8.22M
3
+$7.73M
4
IBM icon
IBM
IBM
+$6.27M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.13M

Sector Composition

1 Healthcare 16.33%
2 Technology 13.01%
3 Industrials 11.43%
4 Energy 10.67%
5 Financials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$17K ﹤0.01%
350
-168
777
$16K ﹤0.01%
+300
778
$16K ﹤0.01%
340
-60
779
$16K ﹤0.01%
575
-100
780
$16K ﹤0.01%
300
+100
781
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297
+51
782
$16K ﹤0.01%
+449
783
$16K ﹤0.01%
1,000
784
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375
-308
785
$15K ﹤0.01%
500
-250
786
$15K ﹤0.01%
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787
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593
788
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249
789
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+770
790
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150
-26
791
$15K ﹤0.01%
392
792
$15K ﹤0.01%
+1,000
793
$15K ﹤0.01%
483
+33
794
$15K ﹤0.01%
500
795
$15K ﹤0.01%
+450
796
$15K ﹤0.01%
1,100
797
$15K ﹤0.01%
306
798
$14K ﹤0.01%
360
799
$14K ﹤0.01%
506
800
$14K ﹤0.01%
170
30 31
32
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