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
201
$1.62M 0.08%
42,297
+3,261
202
$1.6M 0.08%
19,937
-230
203
$1.59M 0.08%
32,352
+6,600
204
$1.54M 0.07%
38,684
+43
205
$1.51M 0.07%
14,143
-1,434
206
$1.49M 0.07%
22,274
-350
207
$1.47M 0.07%
12,849
-4,103
208
$1.47M 0.07%
8,776
-474
209
$1.41M 0.07%
28,991
-1,502
210
$1.41M 0.07%
43,855
+3,345
211
$1.39M 0.07%
10,942
-1,627
212
$1.38M 0.07%
6,188
+3
213
$1.37M 0.07%
84,377
-10,265
214
$1.37M 0.07%
20,651
-123
215
$1.35M 0.07%
86,300
+1,000
216
$1.31M 0.06%
19,543
-1,608
217
$1.28M 0.06%
18,154
+365
218
$1.26M 0.06%
48,092
219
$1.24M 0.06%
22,123
-770
220
$1.23M 0.06%
23,340
-536
221
$1.23M 0.06%
27,748
+1,240
222
$1.21M 0.06%
27,100
-7,000
223
$1.18M 0.06%
95,681
+1,566
224
$1.17M 0.06%
6,924
-1,070
225
$1.16M 0.06%
12,598
-490
7 8
9
10 11