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
$1.97B
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1 +$5.24M
2 +$4.02M
3 +$3.8M
4
CB icon
Chubb
CB
+$2.95M
5
NXPI icon
NXP Semiconductors
NXPI
+$2.69M

Top Sells

1 +$15.3M
2 +$8.22M
3 +$7.73M
4
IBM icon
IBM
IBM
+$6.27M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.13M

Sector Composition

1 Healthcare 16.33%
2 Technology 13.01%
3 Industrials 11.43%
4 Energy 10.67%
5 Financials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$8K ﹤0.01%
145
877
$8K ﹤0.01%
+288
878
$8K ﹤0.01%
33
879
$8K ﹤0.01%
680
-680
880
$8K ﹤0.01%
305
-438
881
$8K ﹤0.01%
85
882
$8K ﹤0.01%
275
883
$8K ﹤0.01%
325
884
$8K ﹤0.01%
600
885
$8K ﹤0.01%
333
886
$7K ﹤0.01%
133
887
$7K ﹤0.01%
+445
888
$7K ﹤0.01%
750
-75
889
$7K ﹤0.01%
130
890
$7K ﹤0.01%
208
-1,146
891
$7K ﹤0.01%
700
892
$7K ﹤0.01%
72
+15
893
$7K ﹤0.01%
585
894
$7K ﹤0.01%
120
895
$7K ﹤0.01%
238
896
0
897
$7K ﹤0.01%
200
898
$7K ﹤0.01%
229
-656
899
$7K ﹤0.01%
426
900
$7K ﹤0.01%
350