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
1026
$1K ﹤0.01%
+53
1027
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+50
1028
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100
1029
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40
1030
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120
1031
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1032
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88
1033
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25
1034
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+29
1035
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55
1036
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139
1037
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+13
1038
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117
1039
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68
1040
$1K ﹤0.01%
12
1041
$1K ﹤0.01%
4,163
-300
1042
$1K ﹤0.01%
+19
1043
– –
-600
1044
– –
-79
1045
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-260
1046
– –
-25
1047
– –
-836
1048
$0 ﹤0.01%
5
1049
$0 ﹤0.01%
8
1050
– –
-180
40 41
42
43 44