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

Top Buys

1
+$5.84M
2
+$5.06M
3
+$4.58M
4
MCHP icon
Microchip Technology
MCHP
+$4.28M
5
MDT icon
Medtronic
MDT
+$3.58M

Top Sells

1
+$3.73M
2
+$3.66M
3
+$2.7M
4
LLY icon
Eli Lilly
LLY
+$2.35M
5
MMM icon
3M
MMM
+$2.24M

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%
825
+75
852
$9K ﹤0.01%
300
853
$9K ﹤0.01%
186
-24
854
$9K ﹤0.01%
750
-6,400
855
$9K ﹤0.01%
355
+103
856
$9K ﹤0.01%
+246
857
$9K ﹤0.01%
187
858
$9K ﹤0.01%
200
859
$9K ﹤0.01%
+208
860
$9K ﹤0.01%
67
861
$9K ﹤0.01%
330
862
$9K ﹤0.01%
275
863
$9K ﹤0.01%
+100
864
$9K ﹤0.01%
+110
865
$9K ﹤0.01%
484
+384
866
$8K ﹤0.01%
+82
867
$8K ﹤0.01%
+125
868
$8K ﹤0.01%
+650
869
$8K ﹤0.01%
40
-60
870
$8K ﹤0.01%
+145
871
$8K ﹤0.01%
454
+102
872
$8K ﹤0.01%
33
873
$8K ﹤0.01%
172
-200
874
$8K ﹤0.01%
501
+170
875
$8K ﹤0.01%
85
-5
33 34
35
36 37