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

Top Buys

1
+$7.81M
2
+$6.36M
3
+$5.3M
4
JPM icon
JPMorgan Chase
JPM
+$5.09M
5
ABT icon
Abbott
ABT
+$3.25M

Top Sells

1
+$6.93M
2
+$5.25M
3
+$4.67M
4
HSBC icon
HSBC
HSBC
+$4.46M
5
IBM icon
IBM
IBM
+$3.25M

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%
20
-20
952
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139
953
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25
954
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955
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38
956
– –
0
957
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3,263
-600
958
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959
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102
960
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961
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16
962
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+44
963
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55
964
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41
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965
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966
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16
967
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88
968
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21
969
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+48
970
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25
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971
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47
-24
972
$1K ﹤0.01%
1,300
+300
973
$1K ﹤0.01%
55
974
$1K ﹤0.01%
82
975
$1K ﹤0.01%
251
+195
37 38
39
40 41