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
176
$2.01M 0.1%
14,810
+194
177
$1.97M 0.1%
13,254
+385
178
$1.93M 0.1%
21,276
+1,494
179
$1.89M 0.09%
31,735
+3,400
180
$1.88M 0.09%
48,650
+6,571
181
$1.86M 0.09%
57,334
+1,635
182
$1.81M 0.09%
32,327
-4,619
183
$1.78M 0.09%
20,292
+3,065
184
$1.77M 0.09%
16,542
-141
185
$1.76M 0.09%
39,146
+1,850
186
$1.74M 0.09%
23,478
+6,134
187
$1.74M 0.09%
38,100
188
$1.72M 0.09%
41,393
+5,490
189
$1.7M 0.08%
59,427
+515
190
$1.67M 0.08%
30,641
+1,118
191
$1.66M 0.08%
9,351
+183
192
$1.65M 0.08%
35,375
+1,465
193
$1.62M 0.08%
84,200
-2,920
194
$1.62M 0.08%
16,133
+352
195
$1.59M 0.08%
35,558
+1,555
196
$1.56M 0.08%
27,629
+94
197
$1.56M 0.08%
81,147
-1,997
198
$1.55M 0.08%
122,281
+6,674
199
$1.5M 0.07%
67,083
+2,963
200
$1.48M 0.07%
112,279
-2,004
6 7
8
9 10