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
$1.72B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
960
New
Increased
Reduced
Closed

Top Buys

1
+$49.1M
2
+$38.4M
3
+$31.5M
4
CVX icon
Chevron
CVX
+$30.7M
5
PFE icon
Pfizer
PFE
+$27.6M

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%
+120
852
$5K ﹤0.01%
+100
853
$5K ﹤0.01%
+315
854
$5K ﹤0.01%
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855
$5K ﹤0.01%
+46
856
$5K ﹤0.01%
+839
857
$5K ﹤0.01%
+200
858
$5K ﹤0.01%
+168
859
$5K ﹤0.01%
+566
860
$5K ﹤0.01%
+125
861
$5K ﹤0.01%
+100
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