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
$2.06B
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,082
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$6.36M
3
+$5.3M
4
JPM icon
JPMorgan Chase
JPM
+$5.09M
5
ABT icon
Abbott
ABT
+$3.25M

Top Sells

1
+$6.93M
2
+$5.25M
3
+$4.67M
4
HSBC icon
HSBC
HSBC
+$4.46M
5
IBM icon
IBM
IBM
+$3.25M

Sector Composition

1 Healthcare 16.27%
2 Technology 13.16%
3 Industrials 11.32%
4 Energy 11.1%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.38M 0.31%
261,622
+36,230
102
$6.3M 0.31%
70,051
+5,520
103
$6.29M 0.31%
53,680
-5,890
104
$6.27M 0.3%
155,868
-21,068
105
$6.18M 0.3%
139,622
-22,641
106
$6.09M 0.3%
128,373
+3,215
107
$6.09M 0.3%
75,665
+265
108
$6.09M 0.3%
83,828
+3,725
109
$5.92M 0.29%
66,441
+3,863
110
$5.77M 0.28%
120,753
+4,378
111
$5.68M 0.28%
55,288
-7,679
112
$5.63M 0.27%
67,000
-500
113
$5.57M 0.27%
75,805
+16,230
114
$5.48M 0.27%
80,155
+4,061
115
$5.41M 0.26%
68,099
-2,523
116
$5.27M 0.26%
41,183
-411
117
$5.18M 0.25%
59,564
+915
118
$5.1M 0.25%
76,889
-291
119
$4.97M 0.24%
75,085
+28,985
120
$4.89M 0.24%
57,042
-1,094
121
$4.79M 0.23%
54,659
-1,385
122
$4.76M 0.23%
32,609
+2,530
123
$4.75M 0.23%
191,349
-5,578
124
$4.65M 0.23%
39,252
-150
125
$4.64M 0.23%
57,323
+10,044
3 4
5
6 7