BPBT
Boston Private Bank & Trust Portfolio holdings
AUM
$2.17B
1-Year Return
12.35%
This Quarter Return
+4.41%
1 Year Return
+12.35%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.06B
AUM Growth
+$87.7M
(+4.4%)
Cap. Flow
+$7.34M
Cap. Flow
% of AUM
0.36%
Top 10 Holdings %
Top 10 Hldgs %
16.96%
Holding
1,082
New
62
Increased
240
Reduced
307
Closed
89
Top Buys
| 1 |
Walmart
WMT
|
+$7.81M |
| 2 |
MRO
Marathon Oil Corporation
MRO
|
+$6.36M |
| 3 |
Merck
MRK
|
+$5.3M |
| 4 |
JPMorgan Chase
JPM
|
+$5.09M |
| 5 |
Abbott
ABT
|
+$3.25M |
Top Sells
| 1 |
Novartis
NVS
|
+$6.93M |
| 2 |
Agilent Technologies
A
|
+$5.25M |
| 3 |
Exxon Mobil
XOM
|
+$4.67M |
| 4 |
HSBC
HSBC
|
+$4.46M |
| 5 |
IBM
IBM
|
+$3.25M |
Sector Composition
| 1 | Healthcare | 16.27% |
| 2 | Technology | 13.16% |
| 3 | Industrials | 11.32% |
| 4 | Energy | 11.1% |
| 5 | Financials | 9.33% |
