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
$1.72B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
960
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$38.6M
3
+$31.2M
4
CVX icon
Chevron
CVX
+$30.1M
5
MCD icon
McDonald's
MCD
+$26.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.68%
2 Technology 12.12%
3 Industrials 11.03%
4 Energy 11.02%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.04M 0.41%
+83,162
77
$6.89M 0.4%
+109,782
78
$6.67M 0.39%
+102,261
79
$6.58M 0.38%
+144,537
80
$6.54M 0.38%
+80,909
81
$6.39M 0.37%
+73,869
82
$6.3M 0.37%
+56,332
83
$6.29M 0.37%
+85,910
84
$6.22M 0.36%
+122,405
85
$6.21M 0.36%
+66,285
86
$6.16M 0.36%
+398,329
87
$6.14M 0.36%
+164,100
88
$5.96M 0.35%
+191,966
89
$5.91M 0.34%
+89,830
90
$5.88M 0.34%
+80,995
91
$5.86M 0.34%
+117,604
92
$5.75M 0.33%
+67,445
93
$5.73M 0.33%
+113,742
94
$5.64M 0.33%
+57,201
95
$5.56M 0.32%
+115,885
96
$5.42M 0.32%
+54,986
97
$5.4M 0.31%
+96,860
98
$5.4M 0.31%
+159,012
99
$5.27M 0.31%
+140,678
100
$5.23M 0.3%
+89,446
2 3
4
5 6