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
$1.97B
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.02M
3
+$3.8M
4
CB icon
Chubb
CB
+$2.95M
5
NXPI icon
NXP Semiconductors
NXPI
+$2.69M

Top Sells

1
+$15.3M
2
+$8.22M
3
+$7.73M
4
IBM icon
IBM
IBM
+$6.27M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.13M

Sector Composition

1 Healthcare 16.33%
2 Technology 13.01%
3 Industrials 11.43%
4 Energy 10.67%
5 Financials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$10K ﹤0.01%
134
-42
852
$10K ﹤0.01%
400
+250
853
$10K ﹤0.01%
500
854
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+140
855
$10K ﹤0.01%
101
+1
856
$10K ﹤0.01%
110
-70
857
$10K ﹤0.01%
+284
858
$10K ﹤0.01%
+313
859
$9K ﹤0.01%
1,399
860
$9K ﹤0.01%
186
861
$9K ﹤0.01%
1,002
862
$9K ﹤0.01%
180
-7
863
$9K ﹤0.01%
363
864
$9K ﹤0.01%
225
+70
865
$9K ﹤0.01%
500
-711
866
$9K ﹤0.01%
505
-328
867
$9K ﹤0.01%
200
868
$9K ﹤0.01%
67
869
$9K ﹤0.01%
330
870
$9K ﹤0.01%
500
871
$9K ﹤0.01%
825
+675
872
$9K ﹤0.01%
110
873
$8K ﹤0.01%
396
874
$8K ﹤0.01%
125
875
$8K ﹤0.01%
650
33 34
35
36 37