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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
$2.05B
AUM Growth
-$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.16M
3
+$3.35M
4
MCHP icon
Microchip Technology
MCHP
+$2.19M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$2.16M

Top Sells

1
+$3.28M
2
+$2.13M
3
+$1.8M
4
WBD icon
Warner Bros
WBD
+$1.77M
5
NVS icon
Novartis
NVS
+$1.65M

Sector Composition

1 Healthcare 16.61%
2 Technology 13.81%
3 Industrials 11.06%
4 Energy 10.35%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$6K ﹤0.01%
+296
927
$6K ﹤0.01%
200
928
$6K ﹤0.01%
+700
929
$6K ﹤0.01%
+180
930
$6K ﹤0.01%
174
-58
931
$6K ﹤0.01%
+100
932
$6K ﹤0.01%
352
933
$6K ﹤0.01%
133
934
$6K ﹤0.01%
125
935
$6K ﹤0.01%
500
936
$6K ﹤0.01%
610
937
$6K ﹤0.01%
315
938
$6K ﹤0.01%
155
939
$6K ﹤0.01%
120
940
$5K ﹤0.01%
54
941
$5K ﹤0.01%
90
-90
942
$5K ﹤0.01%
250
943
$5K ﹤0.01%
141
944
$5K ﹤0.01%
128
945
$5K ﹤0.01%
20
946
$5K ﹤0.01%
111
947
$5K ﹤0.01%
144
948
$5K ﹤0.01%
331
949
$5K ﹤0.01%
312
950
– –
0
36 37
38
39 40