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
$2.01B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$5.06M
3
+$4.58M
4
MCHP icon
Microchip Technology
MCHP
+$4.28M
5
MDT icon
Medtronic
MDT
+$3.58M

Top Sells

1
+$3.73M
2
+$3.66M
3
+$2.7M
4
LLY icon
Eli Lilly
LLY
+$2.35M
5
MMM icon
3M
MMM
+$2.24M

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
101
$6.22M 0.31%
54,501
-730
102
$6.08M 0.3%
32,937
+2,565
103
$6.01M 0.3%
181,784
-3,225
104
$5.96M 0.3%
86,343
+3,830
105
$5.82M 0.29%
377,086
-1,682
106
$5.7M 0.28%
74,714
+920
107
$5.65M 0.28%
110,721
-45,985
108
$5.51M 0.27%
133,765
+7,845
109
$5.49M 0.27%
78,163
+1,328
110
$5.44M 0.27%
51,102
+2,073
111
$5.42M 0.27%
46,679
+14,750
112
$5.27M 0.26%
81,790
+4,980
113
$5.12M 0.26%
65,976
+1,420
114
$5.05M 0.25%
75,325
+4,037
115
$5.04M 0.25%
114,675
+11,134
116
$4.96M 0.25%
120,516
-7,130
117
$4.89M 0.24%
112,020
+4,075
118
$4.82M 0.24%
57,324
-1,025
119
$4.65M 0.23%
75,090
-1,968
120
$4.62M 0.23%
57,872
+1,470
121
$4.61M 0.23%
33,206
+985
122
$4.59M 0.23%
39,552
-365
123
$4.54M 0.23%
170,919
-1,128
124
$4.48M 0.22%
199,669
-3,517
125
$4.45M 0.22%
75,624
+1,095
3 4
5
6 7