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
$2.06B
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,082
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$6.36M
3
+$5.3M
4
JPM icon
JPMorgan Chase
JPM
+$5.09M
5
ABT icon
Abbott
ABT
+$3.25M

Top Sells

1
+$6.93M
2
+$5.25M
3
+$4.67M
4
HSBC icon
HSBC
HSBC
+$4.46M
5
IBM icon
IBM
IBM
+$3.25M

Sector Composition

1 Healthcare 16.27%
2 Technology 13.16%
3 Industrials 11.32%
4 Energy 11.1%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$12K ﹤0.01%
500
802
$12K ﹤0.01%
697
803
$12K ﹤0.01%
232
-475
804
$11K ﹤0.01%
300
805
$11K ﹤0.01%
65
806
$11K ﹤0.01%
608
807
$11K ﹤0.01%
140
808
$11K ﹤0.01%
110
809
$11K ﹤0.01%
313
810
$11K ﹤0.01%
825
811
$11K ﹤0.01%
500
812
$11K ﹤0.01%
+62
813
$11K ﹤0.01%
825
814
$11K ﹤0.01%
4,220
815
$11K ﹤0.01%
228
+103
816
$10K ﹤0.01%
300
817
$10K ﹤0.01%
400
818
$10K ﹤0.01%
200
-389
819
$10K ﹤0.01%
101
820
$10K ﹤0.01%
500
821
$10K ﹤0.01%
284
822
$10K ﹤0.01%
288
823
$10K ﹤0.01%
321
+83
824
$10K ﹤0.01%
67
825
$10K ﹤0.01%
250
31 32
33
34 35