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

Top Buys

1
+$49.1M
2
+$38.4M
3
+$31.5M
4
CVX icon
Chevron
CVX
+$30.7M
5
PFE icon
Pfizer
PFE
+$27.6M

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
926
$1K ﹤0.01%
+102
927
$1K ﹤0.01%
+35
928
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+19
929
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+100
930
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+40
931
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+16
932
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+15
933
$1K ﹤0.01%
+48
934
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+23
935
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+32
936
$1K ﹤0.01%
+55
937
$1K ﹤0.01%
+208
938
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+67
939
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+20
940
$1K ﹤0.01%
+38
941
$1K ﹤0.01%
+117
942
$1K ﹤0.01%
+12
943
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+16
944
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+14
945
$1K ﹤0.01%
+25
946
$0 ﹤0.01%
+50
947
$0 ﹤0.01%
+8
948
$0 ﹤0.01%
+33
949
$0 ﹤0.01%
+31
950
$0 ﹤0.01%
+1
35 36 37
38
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