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
1001
$2K ﹤0.01%
76
1002
$2K ﹤0.01%
14
1003
$2K ﹤0.01%
+100
1004
$2K ﹤0.01%
40
1005
$2K ﹤0.01%
+74
1006
$2K ﹤0.01%
+42
1007
$2K ﹤0.01%
+198
1008
$2K ﹤0.01%
+21
1009
$2K ﹤0.01%
50
-137
1010
$2K ﹤0.01%
200
1011
$2K ﹤0.01%
25
1012
$2K ﹤0.01%
20
1013
$2K ﹤0.01%
+204
1014
$2K ﹤0.01%
+18
1015
$2K ﹤0.01%
76
-6
1016
$2K ﹤0.01%
300
1017
$2K ﹤0.01%
210
1018
$2K ﹤0.01%
150
1019
$2K ﹤0.01%
38
1020
$2K ﹤0.01%
+49
1021
$2K ﹤0.01%
+22
1022
$2K ﹤0.01%
+71
1023
$1K ﹤0.01%
+53
1024
$1K ﹤0.01%
+52
1025
$1K ﹤0.01%
94
39 40
41
42 43