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
$1.97B
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$4.2M
3
+$3.58M
4
CB icon
Chubb
CB
+$2.89M
5
ABT icon
Abbott
ABT
+$2.59M

Top Sells

1
+$14.9M
2
+$8.22M
3
+$7.57M
4
IBM icon
IBM
IBM
+$6M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6M

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
826
$12K ﹤0.01%
+190
827
$12K ﹤0.01%
347
828
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41
829
$12K ﹤0.01%
200
830
$12K ﹤0.01%
250
831
$12K ﹤0.01%
500
832
$12K ﹤0.01%
697
833
$12K ﹤0.01%
4,220
834
$11K ﹤0.01%
242
835
$11K ﹤0.01%
750
+650
836
$11K ﹤0.01%
289
837
$11K ﹤0.01%
825
-6
838
$11K ﹤0.01%
121
-20
839
$11K ﹤0.01%
300
-2,771
840
$11K ﹤0.01%
246
841
$11K ﹤0.01%
170
-330
842
$11K ﹤0.01%
300
-62
843
$11K ﹤0.01%
608
844
$10K ﹤0.01%
+284
845
$10K ﹤0.01%
+313
846
$10K ﹤0.01%
300
847
$10K ﹤0.01%
134
-42
848
$10K ﹤0.01%
400
+250
849
$10K ﹤0.01%
500
850
$10K ﹤0.01%
+140
32 33
34
35 36