BPBT

Boston Private Bank & Trust Portfolio holdings

AUM $2.17B
1-Year Est. Return 12.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.34%
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
+$5.54M
2
+$4.88M
3
+$4.25M
4
MCHP icon
Microchip Technology
MCHP
+$4.02M
5
MDT icon
Medtronic
MDT
+$3.54M

Top Sells

1
+$3.67M
2
+$3.62M
3
+$2.55M
4
LLY icon
Eli Lilly
LLY
+$2.3M
5
MMM icon
3M
MMM
+$2.03M

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
976
$3K ﹤0.01%
300
977
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+110
978
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+75
979
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+238
980
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30
981
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982
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983
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375
984
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985
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986
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60
987
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988
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94
-164
989
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318
990
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30
991
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876
992
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+120
993
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25
994
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730
995
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+100
996
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54
997
$2K ﹤0.01%
+4
998
– –
0
999
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120
1000
$2K ﹤0.01%
200
38 39
40
41 42