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
$2.17B
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1 +$15.8M
2 +$5.36M
3 +$5.27M
4
UNH icon
UnitedHealth
UNH
+$3.71M
5
AAPL icon
Apple
AAPL
+$3.38M

Sector Composition

1 Healthcare 17.94%
2 Technology 13.98%
3 Industrials 10.81%
4 Financials 9.86%
5 Energy 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WRB icon
976
W.R. Berkley
WRB
$27.3B
$2K ﹤0.01%
149
WTM icon
977
White Mountains Insurance
WTM
$4.89B
$2K ﹤0.01%
3
VRN
978
DELISTED
Veren
VRN
$2K ﹤0.01%
+103
MINI
979
DELISTED
Mobile Mini Inc
MINI
$2K ﹤0.01%
47
AXE
980
DELISTED
Anixter International Inc
AXE
$2K ﹤0.01%
20
SEMG
981
DELISTED
SEMGROUP CORPORATION
SEMG
$2K ﹤0.01%
28
NXTM
982
DELISTED
NxStage Medical Inc.
NXTM
$2K ﹤0.01%
139
PNK
983
DELISTED
Pinnacle Entertainment Inc.
PNK
$2K ﹤0.01%
50
BRCD
984
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
$2K ﹤0.01%
184
TMH
985
DELISTED
Team Health Holdings Inc
TMH
$2K ﹤0.01%
26
ITC
986
DELISTED
ITC HOLDINGS CORP
ITC
$2K ﹤0.01%
41
SYA
987
DELISTED
SYMETRA FINANCIAL CORPORATION COMMON STOCK
SYA
$2K ﹤0.01%
70
SFY
988
DELISTED
SWIFT ENERGY CO (HOLDING COMPANY)
SFY
$2K ﹤0.01%
825
ADEP
989
DELISTED
Adept Technology Inc
ADEP
$2K ﹤0.01%
350
KYTH
990
DELISTED
KYTHERA BIOPHARMACEUTICALS, INC COM
KYTH
$2K ﹤0.01%
30
OCR
991
DELISTED
OMNICARE INC
OCR
$2K ﹤0.01%
30
AOL
992
DELISTED
AOL INC COMMON STOCK
AOL
$2K ﹤0.01%
48
PDLI
993
DELISTED
PDL BioPharma, Inc.
PDLI
$2K ﹤0.01%
318
BBL
994
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
$2K ﹤0.01%
54
INP
995
DELISTED
iPath ETNs Linked to the MSCI India Total Return Index
INP
$2K ﹤0.01%
22
AIRM
996
DELISTED
Air Methods Corp
AIRM
$2K ﹤0.01%
41
SBNY
997
DELISTED
Signature Bank
SBNY
$2K ﹤0.01%
13
APAM icon
998
Artisan Partners
APAM
$3.08B
$1K ﹤0.01%
20
AVNT icon
999
Avient
AVNT
$2.94B
$1K ﹤0.01%
33
BKU icon
1000
Bankunited
BKU
$3.06B
$1K ﹤0.01%
44