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
801
$14K ﹤0.01%
425
-103
802
$14K ﹤0.01%
200
803
$14K ﹤0.01%
100
804
$14K ﹤0.01%
1,000
-190
805
$14K ﹤0.01%
789
806
$14K ﹤0.01%
170
807
$14K ﹤0.01%
265
808
$13K ﹤0.01%
65
+25
809
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250
-250
810
$13K ﹤0.01%
294
811
$13K ﹤0.01%
+321
812
$13K ﹤0.01%
298
813
$13K ﹤0.01%
219
-569
814
$13K ﹤0.01%
+1,000
815
$13K ﹤0.01%
500
-62
816
$13K ﹤0.01%
+295
817
$13K ﹤0.01%
305
-32
818
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34
-5
819
$13K ﹤0.01%
200
820
$13K ﹤0.01%
193
-1
821
$13K ﹤0.01%
157
+58
822
$12K ﹤0.01%
1,020
823
$12K ﹤0.01%
972
824
$12K ﹤0.01%
+333
825
$12K ﹤0.01%
+200
31 32
33
34 35