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
151
$2.79M 0.16%
+53,588
152
$2.77M 0.16%
+48,431
153
$2.73M 0.16%
+30,555
154
$2.71M 0.16%
+37,244
155
$2.53M 0.15%
+54,190
156
$2.47M 0.14%
+22,371
157
$2.4M 0.14%
+39,615
158
$2.39M 0.14%
+224,355
159
$2.33M 0.14%
+81,664
160
$2.33M 0.14%
+48,549
161
$2.23M 0.13%
+52,913
162
$2.19M 0.13%
+55,740
163
$2.14M 0.12%
+9,214
164
$2.13M 0.12%
+92,410
165
$2.08M 0.12%
+30,143
166
$2.07M 0.12%
+36,715
167
$2.05M 0.12%
+34,520
168
$2.04M 0.12%
+45,369
169
$2.02M 0.12%
+148,120
170
$2M 0.12%
+20,797
171
$1.98M 0.12%
+56,505
172
$1.95M 0.11%
+26,666
173
$1.93M 0.11%
+21,604
174
$1.93M 0.11%
+138,700
175
$1.9M 0.11%
+48,290
5 6
7
8 9