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
126
$4.52M 0.22%
85,542
+6,992
127
$4.5M 0.22%
25,096
+151
128
$4.47M 0.22%
67,199
+6,520
129
$4.28M 0.21%
68,875
-20,377
130
$4.28M 0.21%
160,352
-856
131
$4.28M 0.21%
51,920
-1,986
132
$4.15M 0.2%
109,388
+15,203
133
$4.12M 0.2%
68,640
-7,495
134
$4.09M 0.2%
251,720
+83,500
135
$3.97M 0.19%
39,380
+386
136
$3.92M 0.19%
74,602
-4,489
137
$3.81M 0.18%
88,129
-4,277
138
$3.71M 0.18%
97,685
-309
139
$3.53M 0.17%
103,136
-24,075
140
$3.49M 0.17%
41,412
-2,706
141
$3.45M 0.17%
80,006
-1,705
142
$3.42M 0.17%
18
143
$3.41M 0.17%
253,568
+31,638
144
$3.34M 0.16%
30,725
-1,323
145
$3.26M 0.16%
44,410
+248
146
$3.18M 0.15%
42,564
+1,759
147
$3.17M 0.15%
67,498
+6,756
148
$3.15M 0.15%
191,202
-3,206
149
$3.07M 0.15%
64,755
-1,060
150
$3.05M 0.15%
81,079
+2,750
4 5
6
7 8