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
$2.05B
AUM Growth
-$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.16M
3
+$3.37M
4
C icon
Citigroup
C
+$2.18M
5
MCHP icon
Microchip Technology
MCHP
+$2.16M

Top Sells

1
+$3.36M
2
+$2.11M
3
+$1.72M
4
XOM icon
Exxon Mobil
XOM
+$1.7M
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$1.6M

Sector Composition

1 Healthcare 16.61%
2 Technology 13.81%
3 Industrials 11.06%
4 Energy 10.35%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$14K ﹤0.01%
+1,000
827
$14K ﹤0.01%
4,220
828
$13K ﹤0.01%
360
829
$13K ﹤0.01%
300
830
$13K ﹤0.01%
+425
831
$13K ﹤0.01%
600
-1,640
832
$13K ﹤0.01%
425
833
$13K ﹤0.01%
250
834
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30
835
$13K ﹤0.01%
306
836
$13K ﹤0.01%
450
837
$13K ﹤0.01%
1,225
838
$13K ﹤0.01%
228
839
$12K ﹤0.01%
506
840
$12K ﹤0.01%
+75
841
$12K ﹤0.01%
1,020
842
$12K ﹤0.01%
219
-550
843
$12K ﹤0.01%
288
844
$12K ﹤0.01%
190
845
$12K ﹤0.01%
1,000
846
$12K ﹤0.01%
200
847
$12K ﹤0.01%
321
848
$12K ﹤0.01%
+356
849
$12K ﹤0.01%
500
850
$12K ﹤0.01%
400
32 33
34
35 36