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
$1.72B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
960
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$38.6M
3
+$31.2M
4
CVX icon
Chevron
CVX
+$30.1M
5
MCD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$3K ﹤0.01%
+25
902
$3K ﹤0.01%
+300
903
$2K ﹤0.01%
+415
904
$2K ﹤0.01%
+120
905
$2K ﹤0.01%
+76
906
$2K ﹤0.01%
+14
907
$2K ﹤0.01%
+38
908
$2K ﹤0.01%
+40
909
$2K ﹤0.01%
+30
910
$2K ﹤0.01%
+175
911
$2K ﹤0.01%
+35
912
$2K ﹤0.01%
+20
913
$2K ﹤0.01%
+75
914
$2K ﹤0.01%
+30
915
$2K ﹤0.01%
+300
916
$2K ﹤0.01%
+139
917
$2K ﹤0.01%
+30
918
$2K ﹤0.01%
+210
919
$2K ﹤0.01%
+150
920
$2K ﹤0.01%
+80
921
$2K ﹤0.01%
+90
922
$2K ﹤0.01%
+318
923
$1K ﹤0.01%
+94
924
$1K ﹤0.01%
+102
925
$1K ﹤0.01%
+35
35 36
37
38 39