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
$2.06B
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,082
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$5.88M
3
+$5.24M
4
JPM icon
JPMorgan Chase
JPM
+$4.96M
5
ABT icon
Abbott
ABT
+$3.12M

Top Sells

1
+$6.72M
2
+$5.13M
3
+$4.68M
4
HSBC icon
HSBC
HSBC
+$4.54M
5
IBM icon
IBM
IBM
+$3.37M

Sector Composition

1 Healthcare 16.27%
2 Technology 13.16%
3 Industrials 11.32%
4 Energy 11.1%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$2K ﹤0.01%
139
952
$2K ﹤0.01%
25
953
$2K ﹤0.01%
100
954
$2K ﹤0.01%
38
955
– –
0
956
$2K ﹤0.01%
3,263
-600
957
$2K ﹤0.01%
14
958
$1K ﹤0.01%
94
959
$1K ﹤0.01%
102
960
$1K ﹤0.01%
59
961
$1K ﹤0.01%
16
962
$1K ﹤0.01%
+44
963
$1K ﹤0.01%
55
964
$1K ﹤0.01%
41
-167
965
$1K ﹤0.01%
+38
966
$1K ﹤0.01%
16
967
$1K ﹤0.01%
88
968
$1K ﹤0.01%
21
969
$1K ﹤0.01%
+48
970
$1K ﹤0.01%
47
-24
971
$1K ﹤0.01%
1,300
+300
972
$1K ﹤0.01%
55
973
$1K ﹤0.01%
82
974
$1K ﹤0.01%
251
+195
975
$1K ﹤0.01%
50
-434
37 38
39
40 41