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
201
$1.45M 0.07%
39,325
-3,025
202
$1.44M 0.07%
18,129
+164
203
$1.41M 0.07%
21,151
+1,819
204
$1.4M 0.07%
6,127
-3,743
205
$1.39M 0.07%
43,562
+14,350
206
$1.38M 0.07%
11,695
207
$1.38M 0.07%
17,238
-228
208
$1.38M 0.07%
38,580
+2,995
209
$1.37M 0.07%
27,926
+948
210
$1.34M 0.07%
86,268
-985
211
$1.33M 0.07%
84,800
-500
212
$1.31M 0.07%
28,787
-800
213
$1.31M 0.07%
23,504
+2,552
214
$1.29M 0.06%
21,788
-385
215
$1.28M 0.06%
31,248
-24,959
216
$1.27M 0.06%
26,342
-999
217
$1.24M 0.06%
16,515
-402
218
$1.24M 0.06%
21,402
+2,225
219
$1.23M 0.06%
49,932
+9,600
220
$1.22M 0.06%
14,045
+63
221
$1.21M 0.06%
17,054
+1,534
222
$1.2M 0.06%
22,524
-2,020
223
$1.15M 0.06%
93,415
+923
224
$1.14M 0.06%
13,070
-10
225
$1.12M 0.06%
22,578
-12,526
7 8
9
10 11