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
801
$8K ﹤0.01%
+416
802
$8K ﹤0.01%
+225
803
$8K ﹤0.01%
+200
804
$8K ﹤0.01%
+185
805
$8K ﹤0.01%
+121
806
$8K ﹤0.01%
+101
807
– –
0
808
$8K ﹤0.01%
+2,000
809
$8K ﹤0.01%
+584
810
$8K ﹤0.01%
+513
811
$8K ﹤0.01%
+375
812
$8K ﹤0.01%
+332
813
$8K ﹤0.01%
+270
814
$8K ﹤0.01%
+4,463
815
$7K ﹤0.01%
+600
816
$7K ﹤0.01%
+700
817
$7K ﹤0.01%
+133
818
$7K ﹤0.01%
+187
819
$7K ﹤0.01%
+200
820
$7K ﹤0.01%
+200
821
$7K ﹤0.01%
+200
822
$7K ﹤0.01%
+99
823
$7K ﹤0.01%
+330
824
$7K ﹤0.01%
+1
825
$7K ﹤0.01%
+122
31 32
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34 35