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
1001
$2K ﹤0.01%
+100
1002
$2K ﹤0.01%
40
1003
$2K ﹤0.01%
+74
1004
$2K ﹤0.01%
+42
1005
$2K ﹤0.01%
+198
1006
$2K ﹤0.01%
+21
1007
$2K ﹤0.01%
50
-137
1008
$2K ﹤0.01%
200
1009
$2K ﹤0.01%
25
1010
$2K ﹤0.01%
20
1011
$2K ﹤0.01%
+204
1012
$2K ﹤0.01%
+100
1013
$2K ﹤0.01%
54
1014
$2K ﹤0.01%
+4
1015
$2K ﹤0.01%
+18
1016
$2K ﹤0.01%
76
-6
1017
$2K ﹤0.01%
300
1018
$2K ﹤0.01%
210
1019
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150
1020
$2K ﹤0.01%
38
1021
$2K ﹤0.01%
+49
1022
$2K ﹤0.01%
+22
1023
$2K ﹤0.01%
+71
1024
$1K ﹤0.01%
94
1025
$1K ﹤0.01%
102
39 40
41
42 43