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
151
$3.02M 0.15%
57,717
+33
152
$3.02M 0.15%
59,548
+15,395
153
$3.01M 0.15%
48,473
154
$2.95M 0.14%
33,598
-5,600
155
$2.95M 0.14%
54,138
-9,480
156
$2.94M 0.14%
74,870
-136
157
$2.88M 0.14%
225,665
+40,010
158
$2.84M 0.14%
60,911
-1,017
159
$2.74M 0.13%
21,956
-1,314
160
$2.71M 0.13%
35,247
+215
161
$2.67M 0.13%
27,445
+6,505
162
$2.65M 0.13%
36,168
-3,892
163
$2.61M 0.13%
68,765
-9,522
164
$2.59M 0.13%
22,513
-1,030
165
$2.46M 0.12%
47,577
+25,537
166
$2.46M 0.12%
26,028
+2,365
167
$2.44M 0.12%
19,474
-2,215
168
$2.38M 0.12%
28,181
169
$2.33M 0.11%
40,102
-840
170
$2.3M 0.11%
52,533
-101,854
171
$2.27M 0.11%
19,625
-194
172
$2.24M 0.11%
53,311
+11
173
$2.23M 0.11%
24,525
174
$2.21M 0.11%
32,588
-537
175
$2.18M 0.11%
40,329
-1,560
5 6
7
8 9