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
926
$1K ﹤0.01%
+19
927
$1K ﹤0.01%
+25
928
$1K ﹤0.01%
+100
929
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+40
930
$1K ﹤0.01%
+120
931
$1K ﹤0.01%
+16
932
$1K ﹤0.01%
+15
933
$1K ﹤0.01%
+48
934
$1K ﹤0.01%
+23
935
$1K ﹤0.01%
+82
936
$1K ﹤0.01%
+32
937
$1K ﹤0.01%
+55
938
$1K ﹤0.01%
+208
939
$1K ﹤0.01%
+67
940
$1K ﹤0.01%
+20
941
$1K ﹤0.01%
+38
942
$1K ﹤0.01%
+117
943
$1K ﹤0.01%
+12
944
$1K ﹤0.01%
+16
945
$1K ﹤0.01%
+14
946
$0 ﹤0.01%
+8
947
$0 ﹤0.01%
+33
948
$0 ﹤0.01%
+31
949
$0 ﹤0.01%
+1
950
$0 ﹤0.01%
+13
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