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

Top Buys

1
+$5.84M
2
+$5.06M
3
+$4.58M
4
MCHP icon
Microchip Technology
MCHP
+$4.28M
5
MDT icon
Medtronic
MDT
+$3.58M

Top Sells

1
+$3.73M
2
+$3.66M
3
+$2.7M
4
LLY icon
Eli Lilly
LLY
+$2.35M
5
MMM icon
3M
MMM
+$2.24M

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
826
$12K ﹤0.01%
+170
827
$12K ﹤0.01%
141
+121
828
$12K ﹤0.01%
4,220
+3,220
829
$11K ﹤0.01%
972
-8,400
830
$11K ﹤0.01%
362
831
$11K ﹤0.01%
200
832
$11K ﹤0.01%
41
833
$11K ﹤0.01%
246
+146
834
$11K ﹤0.01%
500
835
$11K ﹤0.01%
448
+258
836
$11K ﹤0.01%
+790
837
$11K ﹤0.01%
563
+333
838
$11K ﹤0.01%
608
839
$11K ﹤0.01%
+242
840
$11K ﹤0.01%
+100
841
$10K ﹤0.01%
1,002
842
$10K ﹤0.01%
500
843
$10K ﹤0.01%
363
844
$10K ﹤0.01%
+1,520
845
$10K ﹤0.01%
500
846
$10K ﹤0.01%
200
847
$10K ﹤0.01%
250
848
$10K ﹤0.01%
+520
849
$9K ﹤0.01%
1,399
+984
850
$9K ﹤0.01%
396
32 33
34
35 36