BPBT
Boston Private Bank & Trust Portfolio holdings
AUM
$2.17B
1-Year Return
12.35%
This Quarter Return
+1.67%
1 Year Return
+12.35%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.72B
AUM Growth
–
Cap. Flow
+$1.72B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
17.67%
Holding
960
New
958
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$49.3M |
| 2 |
GE Aerospace
GE
|
$38.6M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$31.2M |
| 4 |
Chevron
CVX
|
$30.1M |
| 5 |
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% |
