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
76
$8.79M 0.43%
83,636
-2,074
77
$8.72M 0.42%
112,978
+11,839
78
$8.71M 0.42%
91,768
+680
79
$8.69M 0.42%
105,200
-2,882
80
$8.41M 0.41%
70,066
+105
81
$8.32M 0.4%
176,623
-16,299
82
$8.29M 0.4%
173,524
-4,435
83
$7.53M 0.37%
129,850
-6,300
84
$7.43M 0.36%
49,114
-5,600
85
$7.43M 0.36%
100,152
+9,378
86
$7.43M 0.36%
186,015
+159,237
87
$7.36M 0.36%
97,136
+3,605
88
$7.36M 0.36%
176,646
+13,945
89
$7.31M 0.35%
186,756
-352
90
$7.14M 0.35%
249,575
-14,880
91
$7.05M 0.34%
59,604
+5,054
92
$7M 0.34%
65,669
-9,639
93
$6.95M 0.34%
178,248
-30,115
94
$6.91M 0.34%
400,573
+6,739
95
$6.9M 0.33%
54,499
-730
96
$6.84M 0.33%
59,503
+3,121
97
$6.79M 0.33%
34,708
+336
98
$6.61M 0.32%
98,225
-334
99
$6.44M 0.31%
142,061
+4,335
100
$6.4M 0.31%
169,831
-8,323
2 3
4
5 6