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
851
$5K ﹤0.01%
+315
852
$5K ﹤0.01%
+138
853
$5K ﹤0.01%
+46
854
$5K ﹤0.01%
+839
855
$5K ﹤0.01%
+200
856
$5K ﹤0.01%
+168
857
$5K ﹤0.01%
+566
858
$5K ﹤0.01%
+125
859
$5K ﹤0.01%
+100
860
$5K ﹤0.01%
+100
861
$5K ﹤0.01%
+960
862
$4K ﹤0.01%
+162
863
$4K ﹤0.01%
+100
864
$4K ﹤0.01%
+20
865
$4K ﹤0.01%
+666
866
$4K ﹤0.01%
+191
867
$4K ﹤0.01%
+331
868
$4K ﹤0.01%
+320
869
$4K ﹤0.01%
+325
870
$4K ﹤0.01%
+100
871
$4K ﹤0.01%
+83
872
$4K ﹤0.01%
+100
873
$4K ﹤0.01%
+190
874
$4K ﹤0.01%
+161
875
$4K ﹤0.01%
+200
33 34
35
36 37