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
$2.06B
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,082
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$5.88M
3
+$5.24M
4
JPM icon
JPMorgan Chase
JPM
+$4.96M
5
ABT icon
Abbott
ABT
+$3.12M

Top Sells

1
+$6.72M
2
+$5.13M
3
+$4.68M
4
HSBC icon
HSBC
HSBC
+$4.54M
5
IBM icon
IBM
IBM
+$3.37M

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
976
$1K ﹤0.01%
82
977
$1K ﹤0.01%
251
+195
978
$1K ﹤0.01%
50
-434
979
$1K ﹤0.01%
117
980
$1K ﹤0.01%
12
981
– –
-219
982
– –
-5,400
983
– –
-1,087
984
– –
-75
985
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-1,660
986
– –
-40
987
$0 ﹤0.01%
3
-190
988
– –
-125
989
– –
-1,000
990
– –
-34
991
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992
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-100
993
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994
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995
– –
-1,482
996
– –
-54
997
– –
-400
998
– –
-505
999
– –
-10,067
1000
– –
-1,500
38 39
40
41 42