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
$2.06B
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,082
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$5.88M
3
+$5.24M
4
JPM icon
JPMorgan Chase
JPM
+$4.96M
5
ABT icon
Abbott
ABT
+$3.12M

Top Sells

1
+$6.72M
2
+$5.13M
3
+$4.68M
4
HSBC icon
HSBC
HSBC
+$4.54M
5
IBM icon
IBM
IBM
+$3.37M

Sector Composition

1 Healthcare 16.27%
2 Technology 13.16%
3 Industrials 11.32%
4 Energy 11.1%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$3K ﹤0.01%
60
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927
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30
928
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+946
929
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759
930
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+74
931
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318
932
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1,053
+93
933
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15
-25
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938
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939
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25
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941
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942
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945
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946
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947
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42
948
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190
-14
949
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950
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20
-20
36 37
38
39 40