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
$2.01B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$4.88M
3
+$4.25M
4
MCHP icon
Microchip Technology
MCHP
+$4.02M
5
MDT icon
Medtronic
MDT
+$3.54M

Top Sells

1
+$3.67M
2
+$3.62M
3
+$2.55M
4
LLY icon
Eli Lilly
LLY
+$2.3M
5
MMM icon
3M
MMM
+$2.03M

Sector Composition

1 Healthcare 15.33%
2 Technology 12.61%
3 Industrials 11.77%
4 Energy 10.78%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$8K ﹤0.01%
501
+170
877
$8K ﹤0.01%
80
+36
878
$8K ﹤0.01%
148
+98
879
$8K ﹤0.01%
454
+102
880
$8K ﹤0.01%
33
881
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172
-200
882
$7K ﹤0.01%
130
883
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133
884
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+137
885
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+174
886
$7K ﹤0.01%
+202
887
$7K ﹤0.01%
200
888
$7K ﹤0.01%
155
-100
889
$7K ﹤0.01%
+18,360
890
– –
0
891
$7K ﹤0.01%
200
892
$7K ﹤0.01%
2,000
893
$7K ﹤0.01%
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894
$7K ﹤0.01%
500
895
$7K ﹤0.01%
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896
$7K ﹤0.01%
122
897
$7K ﹤0.01%
+44
898
$6K ﹤0.01%
204
899
$6K ﹤0.01%
+399
900
$6K ﹤0.01%
541
-484
34 35
36
37 38