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
951
$4K ﹤0.01%
+33
952
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190
-20,000
953
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+67
954
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40
955
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70
956
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566
957
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+99
958
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+350
959
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960
960
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200
961
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200
962
$3K ﹤0.01%
500
963
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+129
964
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965
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100
966
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967
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968
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40
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969
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190
970
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100
971
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175
972
$3K ﹤0.01%
+115
973
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143
+110
974
$3K ﹤0.01%
25
975
$3K ﹤0.01%
+255
37 38
39
40 41