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
$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
1051
– –
-185
1052
– –
-10,535
1053
– –
-100
1054
– –
-150
1055
– –
-1,120
1056
– –
-120
1057
– –
-198
1058
– –
-21
1059
– –
-1,520
1060
– –
-18,360
1061
– –
-115
1062
– –
-225
1063
– –
-108
1064
– –
-514
1065
– –
-1
1066
– –
-33
1067
– –
-3,055
1068
– –
-20
1069
$0 ﹤0.01%
1
1070
– –
-172
1071
– –
-1,553
1072
– –
-255
1073
– –
-1,960
1074
– –
-300
1075
– –
-100
41 42
43
44 45