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
801
$8K ﹤0.01%
+200
802
$8K ﹤0.01%
+185
803
$8K ﹤0.01%
+121
804
$8K ﹤0.01%
+101
805
– –
0
806
$8K ﹤0.01%
+2,000
807
$8K ﹤0.01%
+584
808
$8K ﹤0.01%
+600
809
$8K ﹤0.01%
+333
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%
+133
816
$7K ﹤0.01%
+187
817
$7K ﹤0.01%
+200
818
$7K ﹤0.01%
+200
819
$7K ﹤0.01%
+200
820
$7K ﹤0.01%
+600
821
$7K ﹤0.01%
+700
822
$7K ﹤0.01%
+99
823
$7K ﹤0.01%
+330
824
$7K ﹤0.01%
+1
825
$7K ﹤0.01%
+122
31 32
33
34 35