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

Top Buys

1
+$5.54M
2
+$4.88M
3
+$4.25M
4
MCHP icon
Microchip Technology
MCHP
+$4.02M
5
MDT icon
Medtronic
MDT
+$3.54M

Top Sells

1
+$3.67M
2
+$3.62M
3
+$2.55M
4
LLY icon
Eli Lilly
LLY
+$2.3M
5
MMM icon
3M
MMM
+$2.03M

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
851
$9K ﹤0.01%
186
-24
852
$9K ﹤0.01%
750
-6,400
853
$9K ﹤0.01%
355
+103
854
$9K ﹤0.01%
+246
855
$9K ﹤0.01%
187
856
$9K ﹤0.01%
200
857
$9K ﹤0.01%
+208
858
$9K ﹤0.01%
67
859
$9K ﹤0.01%
330
860
$9K ﹤0.01%
275
861
$9K ﹤0.01%
+100
862
$9K ﹤0.01%
+110
863
$9K ﹤0.01%
484
+384
864
$9K ﹤0.01%
825
+75
865
$8K ﹤0.01%
85
-5
866
$8K ﹤0.01%
238
+73
867
$8K ﹤0.01%
325
868
$8K ﹤0.01%
600
869
$8K ﹤0.01%
+82
870
$8K ﹤0.01%
+125
871
$8K ﹤0.01%
+650
872
$8K ﹤0.01%
40
-60
873
$8K ﹤0.01%
+145
874
$8K ﹤0.01%
454
+102
875
$8K ﹤0.01%
33
33 34
35
36 37