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
176
$2.17M 0.11%
50,261
+281
177
$2.17M 0.11%
56,055
+53,525
178
$2.06M 0.1%
12,844
+75
179
$2.06M 0.1%
56,450
+2,989
180
$2.04M 0.1%
13,842
+125
181
$2.02M 0.1%
21,563
+474
182
$2M 0.1%
16,522
183
$1.95M 0.09%
127,498
-1,636
184
$1.92M 0.09%
46,668
-127,872
185
$1.89M 0.09%
48,970
+3,600
186
$1.86M 0.09%
60,019
+1,975
187
$1.85M 0.09%
16,944
-629
188
$1.83M 0.09%
48,420
+43,433
189
$1.82M 0.09%
77,860
-2,140
190
$1.79M 0.09%
70,768
+6,050
191
$1.78M 0.09%
39,744
+200
192
$1.72M 0.08%
29,900
-123
193
$1.7M 0.08%
41,438
+2,770
194
$1.68M 0.08%
17,877
-1,521
195
$1.68M 0.08%
20,443
+1,830
196
$1.68M 0.08%
28,699
+120
197
$1.67M 0.08%
34,355
-821
198
$1.66M 0.08%
33,675
-225
199
$1.65M 0.08%
107,384
+24,864
200
$1.64M 0.08%
11,531
-27
6 7
8
9 10