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
826
$7K ﹤0.01%
+275
827
$7K ﹤0.01%
+325
828
$7K ﹤0.01%
+282
829
$7K ﹤0.01%
+1,000
830
$7K ﹤0.01%
+500
831
$7K ﹤0.01%
+116
832
$7K ﹤0.01%
+122
833
$6K ﹤0.01%
+180
834
$6K ﹤0.01%
+130
835
$6K ﹤0.01%
+105
836
$6K ﹤0.01%
+610
837
$6K ﹤0.01%
+400
838
$6K ﹤0.01%
+150
839
$6K ﹤0.01%
+155
840
$6K ﹤0.01%
+122
841
$6K ﹤0.01%
+15,001
842
$6K ﹤0.01%
+33
843
$6K ﹤0.01%
+150
844
$6K ﹤0.01%
+19
845
$5K ﹤0.01%
+54
846
$5K ﹤0.01%
+750
847
$5K ﹤0.01%
+195
848
$5K ﹤0.01%
+128
849
$5K ﹤0.01%
+120
850
$5K ﹤0.01%
+100
32 33
34
35 36