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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
1001
– –
-27
1002
– –
-4,050
1003
$0 ﹤0.01%
18
-1
1004
– –
-11
1005
– –
-593
1006
– –
-600
1007
– –
-75
1008
– –
-34
1009
– –
-140
1010
– –
-100
1011
– –
-420
1012
– –
-145
1013
– –
-1,482
1014
– –
-54
1015
– –
-400
1016
– –
-5,400
1017
– –
-505
1018
– –
-10,067
1019
– –
-1,500
1020
– –
-20
1021
– –
-770
1022
– –
-1
1023
– –
-83
1024
– –
-20
1025
– –
-75
39 40
41
42 43