BPBT

Boston Private Bank & Trust Portfolio holdings

AUM $2.17B
1-Year Est. Return 12.35%
This Quarter Est. Return
1 Year Est. Return
+12.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
960
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$38.6M
3
+$31.2M
4
CVX icon
Chevron
CVX
+$30.1M
5
MCD icon
McDonald's
MCD
+$26.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.68%
2 Technology 12.12%
3 Industrials 11.03%
4 Energy 11.02%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.12M 0.3%
+62,071
102
$5.04M 0.29%
+129,839
103
$4.98M 0.29%
+62,794
104
$4.97M 0.29%
+204,409
105
$4.97M 0.29%
+30,980
106
$4.96M 0.29%
+162,322
107
$4.92M 0.29%
+121,515
108
$4.88M 0.28%
+104,468
109
$4.86M 0.28%
+49,193
110
$4.71M 0.27%
+82,988
111
$4.69M 0.27%
+48,309
112
$4.67M 0.27%
+174,707
113
$4.66M 0.27%
+63,875
114
$4.45M 0.26%
+91,761
115
$4.45M 0.26%
+105,725
116
$4.44M 0.26%
+40,217
117
$4.41M 0.26%
+72,159
118
$4.31M 0.25%
+114,575
119
$4.22M 0.25%
+95,675
120
$4.21M 0.24%
+60,800
121
$4.15M 0.24%
+72,488
122
$4.15M 0.24%
+47,883
123
$4.09M 0.24%
+77,924
124
$4.08M 0.24%
+74,765
125
$4.02M 0.23%
+33,765
3 4
5
6 7