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
201
$1.37M 0.08%
+42,229
202
$1.31M 0.08%
+116,794
203
$1.31M 0.08%
+8,687
204
$1.3M 0.08%
+47,233
205
$1.28M 0.07%
+58,512
206
$1.23M 0.07%
+63,895
207
$1.21M 0.07%
+19,332
208
$1.21M 0.07%
+36,600
209
$1.2M 0.07%
+93,037
210
$1.19M 0.07%
+16,700
211
$1.18M 0.07%
+19,440
212
$1.18M 0.07%
+13,030
213
$1.15M 0.07%
+28,213
214
$1.15M 0.07%
+37,270
215
$1.14M 0.07%
+11,295
216
$1.13M 0.07%
+25,174
217
$1.13M 0.07%
+22,448
218
$1.13M 0.07%
+33,103
219
$1.1M 0.06%
+30,262
220
$1.09M 0.06%
+86,300
221
$1.06M 0.06%
+14,008
222
$1.03M 0.06%
+9,781
223
$1.02M 0.06%
+27,012
224
$1.01M 0.06%
+33,055
225
$1M 0.06%
+28,593
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9
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