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
$1.97B
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$4.2M
3
+$3.58M
4
CB icon
Chubb
CB
+$2.89M
5
ABT icon
Abbott
ABT
+$2.59M

Top Sells

1
+$14.9M
2
+$8.22M
3
+$7.57M
4
IBM icon
IBM
IBM
+$6M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6M

Sector Composition

1 Healthcare 16.33%
2 Technology 13.01%
3 Industrials 11.43%
4 Energy 10.67%
5 Financials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$3K ﹤0.01%
375
952
$3K ﹤0.01%
+42
953
$3K ﹤0.01%
30
-50
954
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759
955
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318
956
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149
957
$2K ﹤0.01%
14
958
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100
959
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+56
960
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204
961
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+20
962
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54
963
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159
964
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+102
965
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38
966
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+27
967
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42
968
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+34
969
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50
970
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2
-12
971
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+54
972
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+20
973
$2K ﹤0.01%
+56
974
$2K ﹤0.01%
+42
975
$2K ﹤0.01%
139
37 38
39
40 41