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

Top Buys

1
+$5.54M
2
+$4.88M
3
+$4.25M
4
MCHP icon
Microchip Technology
MCHP
+$4.02M
5
MDT icon
Medtronic
MDT
+$3.54M

Top Sells

1
+$3.67M
2
+$3.62M
3
+$2.55M
4
LLY icon
Eli Lilly
LLY
+$2.3M
5
MMM icon
3M
MMM
+$2.03M

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
801
$14K ﹤0.01%
200
802
$14K ﹤0.01%
180
+35
803
$14K ﹤0.01%
+300
804
$14K ﹤0.01%
249
805
$14K ﹤0.01%
300
806
$14K ﹤0.01%
194
-599
807
$14K ﹤0.01%
269
-421
808
$13K ﹤0.01%
+100
809
$13K ﹤0.01%
+920
810
$13K ﹤0.01%
+176
811
$13K ﹤0.01%
+593
812
$13K ﹤0.01%
400
813
$13K ﹤0.01%
831
814
$13K ﹤0.01%
+295
815
$13K ﹤0.01%
200
816
$13K ﹤0.01%
306
817
$12K ﹤0.01%
360
-30
818
$12K ﹤0.01%
400
819
$12K ﹤0.01%
1,020
820
$12K ﹤0.01%
+298
821
$12K ﹤0.01%
+14
822
$12K ﹤0.01%
289
+244
823
$12K ﹤0.01%
+347
824
$12K ﹤0.01%
+790
825
$12K ﹤0.01%
200
31 32
33
34 35