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
1076
– –
-110
1077
– –
-67
1078
– –
-100
1079
– –
-480
1080
– –
-790
1081
– –
-29
1082
– –
-4
1083
– –
-18
1084
– –
-208
1085
$0 ﹤0.01%
13
1086
– –
-180
1087
– –
-95
1088
– –
-70
1089
– –
-40
1090
– –
-136
1091
– –
-93
1092
$0 ﹤0.01%
1
1093
– –
-142
1094
$0 ﹤0.01%
9
1095
– –
-448
1096
– –
-210
1097
– –
-60
1098
– –
-50
1099
– –
-99
1100
$0 ﹤0.01%
56
41 42 43
44
45