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
$1.8B
AUM Growth
+$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$4.5M
3
+$3.57M
4
ACN icon
Accenture
ACN
+$2.89M
5
CELG
Celgene Corp
CELG
+$2.75M

Top Sells

1
+$4.35M
2
+$3.32M
3
+$3.31M
4
DLTR icon
Dollar Tree
DLTR
+$3.16M
5
CAT icon
Caterpillar
CAT
+$2.51M

Sector Composition

1 Healthcare 14.92%
2 Technology 12.19%
3 Industrials 11.36%
4 Energy 10.84%
5 Financials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$1K ﹤0.01%
+88
952
$1K ﹤0.01%
19
953
$1K ﹤0.01%
+85
954
$1K ﹤0.01%
100
955
$1K ﹤0.01%
120
956
$1K ﹤0.01%
16
957
$1K ﹤0.01%
33
958
$1K ﹤0.01%
+25
959
$1K ﹤0.01%
88
-578
960
$1K ﹤0.01%
+18
961
$1K ﹤0.01%
+25
962
$1K ﹤0.01%
23
963
$1K ﹤0.01%
+25
964
$1K ﹤0.01%
+110
965
$1K ﹤0.01%
55
966
$1K ﹤0.01%
+45
967
$1K ﹤0.01%
+25
968
$1K ﹤0.01%
261
969
$1K ﹤0.01%
38
970
$1K ﹤0.01%
+100
971
$1K ﹤0.01%
+12
972
$1K ﹤0.01%
117
973
$1K ﹤0.01%
68
974
$1K ﹤0.01%
12
975
$1K ﹤0.01%
16
37 38
39
40 41