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
$2.06B
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,082
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$6.36M
3
+$5.3M
4
JPM icon
JPMorgan Chase
JPM
+$5.09M
5
ABT icon
Abbott
ABT
+$3.25M

Top Sells

1
+$6.93M
2
+$5.25M
3
+$4.67M
4
HSBC icon
HSBC
HSBC
+$4.46M
5
IBM icon
IBM
IBM
+$3.25M

Sector Composition

1 Healthcare 16.27%
2 Technology 13.16%
3 Industrials 11.32%
4 Energy 11.1%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$7K ﹤0.01%
1,221
-178
852
$7K ﹤0.01%
240
853
$7K ﹤0.01%
130
854
$7K ﹤0.01%
610
855
$7K ﹤0.01%
196
-93
856
$7K ﹤0.01%
700
857
$7K ﹤0.01%
33
858
$7K ﹤0.01%
+146
859
$7K ﹤0.01%
585
860
$7K ﹤0.01%
120
861
$7K ﹤0.01%
+285
862
$7K ﹤0.01%
+207
863
$7K ﹤0.01%
426
864
$7K ﹤0.01%
500
865
$7K ﹤0.01%
325
866
$7K ﹤0.01%
+391
867
$7K ﹤0.01%
133
868
$7K ﹤0.01%
445
869
$7K ﹤0.01%
750
870
$6K ﹤0.01%
500
871
$6K ﹤0.01%
125
-125
872
$6K ﹤0.01%
500
-1,928
873
$6K ﹤0.01%
315
874
$6K ﹤0.01%
155
-70
875
$6K ﹤0.01%
4
+2
33 34
35
36 37