We are live on ! Find out more
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
1051
– –
-3
1052
– –
-1,754
1053
– –
-162
1054
– –
-2,149
1055
– –
-50
1056
– –
-665
1057
– –
-15
1058
– –
-35
1059
$0 ﹤0.01%
1
1060
– –
-3,782
1061
– –
-1,333
1062
– –
-850
1063
– –
-195
1064
– –
-85
1065
$0 ﹤0.01%
+19
1066
– –
-1,250
1067
$0 ﹤0.01%
+50
1068
– –
-170
1069
– –
-100
1070
– –
-33
1071
– –
-2,000
1072
– –
-260
1073
$0 ﹤0.01%
+1
1074
– –
-1,300
1075
– –
-455
41 42
43
44 45