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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
$1.97B
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$4.2M
3
+$3.58M
4
CB icon
Chubb
CB
+$2.89M
5
ABT icon
Abbott
ABT
+$2.59M

Top Sells

1
+$14.9M
2
+$8.22M
3
+$7.57M
4
IBM icon
IBM
IBM
+$6M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6M

Sector Composition

1 Healthcare 16.33%
2 Technology 13.01%
3 Industrials 11.43%
4 Energy 10.67%
5 Financials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$0 ﹤0.01%
8
1027
– –
-204
1028
– –
-52
1029
– –
-120
1030
– –
-5,000
1031
– –
-100
1032
– –
-44
1033
– –
-96
1034
– –
-174
1035
– –
-1,469
1036
– –
-202
1037
$0 ﹤0.01%
1
1038
– –
-120
1039
– –
-100
1040
– –
-6,400
1041
– –
-40
1042
$0 ﹤0.01%
19
1043
– –
-74
1044
– –
-200
1045
– –
-50
1046
– –
-54
1047
– –
-102
1048
– –
-5,816
1049
– –
-75
1050
– –
-162,943
40 41
42
43 44