We are live on ! Find out more
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
$2.06B
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,082
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$5.88M
3
+$5.24M
4
JPM icon
JPMorgan Chase
JPM
+$4.96M
5
ABT icon
Abbott
ABT
+$3.12M

Top Sells

1
+$6.72M
2
+$5.13M
3
+$4.68M
4
HSBC icon
HSBC
HSBC
+$4.54M
5
IBM icon
IBM
IBM
+$3.37M

Sector Composition

1 Healthcare 16.27%
2 Technology 13.16%
3 Industrials 11.32%
4 Energy 11.1%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$6K ﹤0.01%
20
877
$6K ﹤0.01%
352
878
$6K ﹤0.01%
111
879
$6K ﹤0.01%
57
-15
880
$6K ﹤0.01%
+312
881
$6K ﹤0.01%
46
882
$6K ﹤0.01%
60
883
$6K ﹤0.01%
200
884
$6K ﹤0.01%
566
885
$6K ﹤0.01%
120
886
$6K ﹤0.01%
200
887
$5K ﹤0.01%
54
888
$5K ﹤0.01%
250
-250
889
$5K ﹤0.01%
141
890
$5K ﹤0.01%
128
891
$5K ﹤0.01%
+144
892
$5K ﹤0.01%
315
893
$5K ﹤0.01%
331
894
– –
0
895
$5K ﹤0.01%
83
-300
896
$5K ﹤0.01%
+57
897
$5K ﹤0.01%
300
898
$5K ﹤0.01%
136
-32
899
$5K ﹤0.01%
161
-46
900
$5K ﹤0.01%
200
34 35
36
37 38