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
151
$3.2M 0.16%
18
152
$3.19M 0.16%
160,160
+19,920
153
$3.12M 0.16%
94,554
+58,229
154
$3.05M 0.15%
52,223
+3,575
155
$3.04M 0.15%
80,520
-4,396
156
$3.03M 0.15%
46,287
-17,514
157
$2.98M 0.15%
42,168
+558
158
$2.92M 0.15%
32,113
+188
159
$2.87M 0.14%
81,352
+916
160
$2.84M 0.14%
35,382
-353
161
$2.8M 0.14%
177,574
+22,534
162
$2.75M 0.14%
217,555
-370
163
$2.66M 0.13%
22,328
+308
164
$2.56M 0.13%
55,310
+2,460
165
$2.53M 0.13%
52,076
-10,194
166
$2.39M 0.12%
57,577
+1,494
167
$2.33M 0.12%
27,816
+1,150
168
$2.19M 0.11%
42,934
-325
169
$2.15M 0.11%
19,941
-184
170
$2.14M 0.11%
24,853
171
$2.12M 0.11%
21,809
-320
172
$2.12M 0.11%
55,200
+275
173
$2.04M 0.1%
54,015
+3,024
174
$2.04M 0.1%
51,203
+7,277
175
$2.03M 0.1%
17,100
+333
5 6
7
8 9