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

Top Buys

1
+$5.12M
2
+$4.2M
3
+$3.58M
4
CB icon
Chubb
CB
+$2.89M
5
ABT icon
Abbott
ABT
+$2.59M

Top Sells

1
+$14.9M
2
+$8.22M
3
+$7.57M
4
IBM icon
IBM
IBM
+$6M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6M

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
901
$7K ﹤0.01%
207
902
$7K ﹤0.01%
500
903
$7K ﹤0.01%
122
904
$6K ﹤0.01%
46
905
$6K ﹤0.01%
610
906
$6K ﹤0.01%
+315
907
$6K ﹤0.01%
100
908
$6K ﹤0.01%
20
909
$6K ﹤0.01%
352
-102
910
$6K ﹤0.01%
111
-359
911
$6K ﹤0.01%
60
912
$6K ﹤0.01%
2,000
913
$6K ﹤0.01%
168
914
$6K ﹤0.01%
125
-144
915
$6K ﹤0.01%
122
916
$6K ﹤0.01%
240
-520
917
$6K ﹤0.01%
+100
918
$5K ﹤0.01%
54
919
$5K ﹤0.01%
141
-268
920
$5K ﹤0.01%
128
921
$5K ﹤0.01%
420
922
$5K ﹤0.01%
120
923
$5K ﹤0.01%
315
924
$5K ﹤0.01%
331
-170
925
$5K ﹤0.01%
+200
35 36
37
38 39