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
$2.01B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$5.06M
3
+$4.58M
4
MCHP icon
Microchip Technology
MCHP
+$4.28M
5
MDT icon
Medtronic
MDT
+$3.58M

Top Sells

1
+$3.73M
2
+$3.66M
3
+$2.7M
4
LLY icon
Eli Lilly
LLY
+$2.35M
5
MMM icon
3M
MMM
+$2.24M

Sector Composition

1 Healthcare 15.33%
2 Technology 12.61%
3 Industrials 11.77%
4 Energy 10.78%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$5K ﹤0.01%
54
927
$5K ﹤0.01%
+100
928
$5K ﹤0.01%
+100
929
$5K ﹤0.01%
128
930
$5K ﹤0.01%
+54
931
$5K ﹤0.01%
120
932
$5K ﹤0.01%
315
933
$5K ﹤0.01%
+100
934
$5K ﹤0.01%
60
935
$5K ﹤0.01%
83
936
$5K ﹤0.01%
+93
937
$5K ﹤0.01%
+130
938
$5K ﹤0.01%
125
939
$5K ﹤0.01%
+200
940
$5K ﹤0.01%
+52
941
$4K ﹤0.01%
+360
942
$4K ﹤0.01%
+80
943
$4K ﹤0.01%
+313
944
$4K ﹤0.01%
125
945
$4K ﹤0.01%
+150
946
$4K ﹤0.01%
183
947
$4K ﹤0.01%
102
948
$4K ﹤0.01%
225
949
$4K ﹤0.01%
+108
950
$4K ﹤0.01%
200
-85
36 37
38
39 40