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
176
$1.85M 0.11%
+30,265
177
$1.84M 0.11%
+25,273
178
$1.83M 0.11%
+87,472
179
$1.71M 0.1%
+50,198
180
$1.64M 0.1%
+14,610
181
$1.63M 0.1%
+12,104
182
$1.62M 0.09%
+14,965
183
$1.59M 0.09%
+27,976
184
$1.58M 0.09%
+92,713
185
$1.58M 0.09%
+99,262
186
$1.55M 0.09%
+18,501
187
$1.54M 0.09%
+18,244
188
$1.54M 0.09%
+17,875
189
$1.53M 0.09%
+24,965
190
$1.5M 0.09%
+37,246
191
$1.5M 0.09%
+18,712
192
$1.49M 0.09%
+18,472
193
$1.49M 0.09%
+34,510
194
$1.48M 0.09%
+15,885
195
$1.47M 0.09%
+56,074
196
$1.46M 0.09%
+22,352
197
$1.45M 0.08%
+16,895
198
$1.43M 0.08%
+28,737
199
$1.4M 0.08%
+39,532
200
$1.39M 0.08%
+17,414
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8
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