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
126
$4.44M 0.22%
70,200
127
$4.39M 0.22%
87,886
-2,320
128
$4.3M 0.21%
192,062
+191,462
129
$4.24M 0.21%
127,712
-41,490
130
$4.21M 0.21%
56,026
+2,755
131
$4.19M 0.21%
24,750
+2,106
132
$4.05M 0.2%
101,142
-3,649
133
$4.03M 0.2%
76,330
-2,360
134
$4.02M 0.2%
86,983
+14,736
135
$4M 0.2%
59,324
+1,775
136
$3.99M 0.2%
95,386
-1,270
137
$3.91M 0.19%
44,869
-1,150
138
$3.85M 0.19%
54,096
-1,320
139
$3.85M 0.19%
47,947
+87
140
$3.85M 0.19%
56,536
+50,425
141
$3.83M 0.19%
46,549
+1,033
142
$3.8M 0.19%
67,411
+250
143
$3.7M 0.18%
27,914
+3,120
144
$3.49M 0.17%
38,558
+744
145
$3.47M 0.17%
53,588
146
$3.46M 0.17%
28,443
-1,863
147
$3.37M 0.17%
40,478
-700
148
$3.35M 0.17%
92,401
-6,984
149
$3.34M 0.17%
68,815
-2,200
150
$3.23M 0.16%
40,467
-12,878
4 5
6
7 8