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
76
$8.66M 0.43%
95,499
+327
77
$8.64M 0.43%
93,063
+5,208
78
$8.38M 0.42%
72,875
-5,879
79
$8.15M 0.41%
85,972
+62
80
$8.13M 0.41%
184,132
-61,162
81
$8.12M 0.41%
171,014
-32,311
82
$8.1M 0.4%
150,741
+483
83
$8.04M 0.4%
77,109
+3,514
84
$8.04M 0.4%
104,927
-10
85
$8.03M 0.4%
55,862
-295
86
$7.78M 0.39%
73,997
+498
87
$7.76M 0.39%
101,998
+6,772
88
$7.71M 0.38%
149,900
-5,300
89
$7.49M 0.37%
288,104
+176,364
90
$7.35M 0.37%
100,144
-1,855
91
$7.22M 0.36%
135,270
+9,040
92
$7.17M 0.36%
188,968
-25,765
93
$7.13M 0.36%
115,610
+979
94
$6.94M 0.35%
169,605
+2,684
95
$6.86M 0.34%
62,400
-360
96
$6.61M 0.33%
94,615
+5,173
97
$6.53M 0.33%
197,056
+4,840
98
$6.5M 0.32%
54,796
-164
99
$6.46M 0.32%
163,550
+2,745
100
$6.24M 0.31%
53,571
+4,670
2 3
4
5 6