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

Top Buys

1
+$5.54M
2
+$4.88M
3
+$4.25M
4
MCHP icon
Microchip Technology
MCHP
+$4.02M
5
MDT icon
Medtronic
MDT
+$3.54M

Top Sells

1
+$3.67M
2
+$3.62M
3
+$2.55M
4
LLY icon
Eli Lilly
LLY
+$2.3M
5
MMM icon
3M
MMM
+$2.03M

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
951
$4K ﹤0.01%
+33
952
$4K ﹤0.01%
190
-20,000
953
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+67
954
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40
955
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70
956
$4K ﹤0.01%
+99
957
$4K ﹤0.01%
+350
958
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960
959
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200
960
$4K ﹤0.01%
200
961
$3K ﹤0.01%
318
962
$3K ﹤0.01%
+120
963
$3K ﹤0.01%
25
964
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41
965
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38
966
$3K ﹤0.01%
40
-440
967
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190
968
$3K ﹤0.01%
100
969
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175
970
$3K ﹤0.01%
+115
971
$3K ﹤0.01%
143
+110
972
$3K ﹤0.01%
+255
973
$3K ﹤0.01%
300
974
$3K ﹤0.01%
+110
975
$3K ﹤0.01%
+75
37 38
39
40 41