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
876
$3K ﹤0.01%
+41
877
$3K ﹤0.01%
+180
878
$3K ﹤0.01%
+190
879
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880
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+100
881
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+33
882
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+200
883
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+25
884
$3K ﹤0.01%
+150
885
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+70
886
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+149
887
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888
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889
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+100
890
$3K ﹤0.01%
+100
891
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+125
892
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+300
893
$3K ﹤0.01%
+250
894
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+30
895
$3K ﹤0.01%
+730
896
$3K ﹤0.01%
+759
897
$3K ﹤0.01%
+30
898
$3K ﹤0.01%
+200
899
$3K ﹤0.01%
+422
900
$3K ﹤0.01%
+230
34 35
36
37 38