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
126
$4.01M 0.23%
+32,286
127
$4M 0.23%
+54,658
128
$3.99M 0.23%
+150,040
129
$3.96M 0.23%
+80,400
130
$3.89M 0.23%
+71,400
131
$3.8M 0.22%
+98,751
132
$3.78M 0.22%
+78,594
133
$3.78M 0.22%
+31,898
134
$3.76M 0.22%
+48,330
135
$3.65M 0.21%
+51,455
136
$3.61M 0.21%
+92,060
137
$3.58M 0.21%
+56,156
138
$3.47M 0.2%
+44,844
139
$3.37M 0.2%
+20
140
$3.28M 0.19%
+42,003
141
$3.27M 0.19%
+56,551
142
$3.26M 0.19%
+111,275
143
$3.26M 0.19%
+49,136
144
$3.21M 0.19%
+67,070
145
$3.17M 0.18%
+99,385
146
$2.98M 0.17%
+20,349
147
$2.94M 0.17%
+84,301
148
$2.93M 0.17%
+71,465
149
$2.81M 0.16%
+24,439
150
$2.8M 0.16%
+48,648
4 5
6
7 8