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

Top Buys

1
+$5.84M
2
+$5.06M
3
+$4.58M
4
MCHP icon
Microchip Technology
MCHP
+$4.28M
5
MDT icon
Medtronic
MDT
+$3.58M

Top Sells

1
+$3.73M
2
+$3.66M
3
+$2.7M
4
LLY icon
Eli Lilly
LLY
+$2.35M
5
MMM icon
3M
MMM
+$2.24M

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%
238
+73
877
$8K ﹤0.01%
500
878
$8K ﹤0.01%
325
879
$8K ﹤0.01%
600
880
$8K ﹤0.01%
333
881
$8K ﹤0.01%
80
+36
882
$8K ﹤0.01%
148
+98
883
$7K ﹤0.01%
133
884
$7K ﹤0.01%
+137
885
$7K ﹤0.01%
+44
886
$7K ﹤0.01%
+174
887
$7K ﹤0.01%
130
888
$7K ﹤0.01%
+202
889
$7K ﹤0.01%
200
890
$7K ﹤0.01%
155
-100
891
$7K ﹤0.01%
+18,360
892
– –
0
893
$7K ﹤0.01%
200
894
$7K ﹤0.01%
2,000
895
$7K ﹤0.01%
+133
896
$7K ﹤0.01%
500
897
$7K ﹤0.01%
99
-6
898
$7K ﹤0.01%
122
899
$6K ﹤0.01%
+399
900
$6K ﹤0.01%
541
-484
34 35
36
37 38