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
$1.72B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
960
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$38.6M
3
+$31.2M
4
CVX icon
Chevron
CVX
+$30.1M
5
MCD icon
McDonald's
MCD
+$26.9M

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
– –
0
877
$3K ﹤0.01%
+79
878
$3K ﹤0.01%
+100
879
$3K ﹤0.01%
+100
880
$3K ﹤0.01%
+125
881
$3K ﹤0.01%
+41
882
$3K ﹤0.01%
+180
883
$3K ﹤0.01%
+190
884
$3K ﹤0.01%
+102
885
$3K ﹤0.01%
+100
886
$3K ﹤0.01%
+250
887
$3K ﹤0.01%
+150
888
$3K ﹤0.01%
+70
889
$3K ﹤0.01%
+149
890
$3K ﹤0.01%
+60
891
$3K ﹤0.01%
+30
892
$3K ﹤0.01%
+730
893
$3K ﹤0.01%
+759
894
$3K ﹤0.01%
+30
895
$3K ﹤0.01%
+200
896
$3K ﹤0.01%
+422
897
$3K ﹤0.01%
+230
898
$3K ﹤0.01%
+191
899
$3K ﹤0.01%
+33
900
$3K ﹤0.01%
+200
34 35
36
37 38